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How do I allocate team members to services?

It may be that not all your team members will have the same skill set or will be able to provide the same service. To allocate a team member to a service:

  1. Go to Services Services.png and select the service you’re looking to assign the team member to.
  2. Scroll down to Team and click blue_tick.png next to the team members who are able to provide the service.
  3. Save changes.

PRO TIP: Click blue_tick.png next to Select All to assign all of your team members to the service and See all team to see a full list of team members for you to choose from.

Alternatively, you can assign a service to a team member:

  1. Go to Business settings and select Team members.
  2. Choose which team member you’re looking to assign the service to.
  3. Select Services and click blue_tick.png next to the service or services the team member is able to provide.
  4. Save changes.

PRO TIP: Click blue_tick.png next to Select All to assign the team member to all of the services included in your service list.

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