Why assign team members?
Assigning team members to your services ensures that only qualified staff appear as options when scheduling appointments. This prevents scheduling errors and ensures your customers are always matched with the right professional.
Smart Scheduling
When a service is assigned to specific employees, the Booking Widget and AI Agent will only offer time slots when those specific members are available. This real-time synchronization keeps your calendar perfectly managed.
Step-by-step assignment
Open the global menu by clicking the menu iconin the top corner, then tap the Services tab.
Select the service you want to manage from your service menu.
Tap the Team members tab in the sidebar or sliding panel.
Toggle the members needed for the service and tap Save Changes at the bottom.
For more information on the other tabs, follow these links:Team members,Equipment,Products, andForms.
Bulk selection & Filtering
For larger organizations, you can use the built-in search and filtering tools to manage your team assignments efficiently.
Instant Search
Use the search bar at the top of the list to quickly find a member by their name or email address.
Role Filtering
Filter the entire list by roles such as Technician, Manager, or Owner to only see relevant team members.
Next: Link your equipment
Staff aren't the only resource needed for a job. For services that require physical assets like vans or heavy machinery, you'll need to link your equipment to ensure availability.
Ready to link resources?
Learn how to manage and assign your physical tools and assets to specific services.
View guide: Equipment in services