Open Schedule and choose Team. Each row is a worker and each column a day, starting today. The top row, Unassigned, holds jobs that still need a worker. Use the arrows to see the next or previous week, and Back to today to return.
Jobs waiting for confirmation have a dashed outline, confirmed jobs are coloured and finished jobs are grey.
Drag a job to dispatch it:
- Onto a worker on the same day. From Unassigned, this assigns them, and confirms the booking if it was waiting. From another worker's row, it swaps that worker for this one.
- Onto another day. Pick one of the Free times that day (the same time comes first when it is free) and press Move job. Workers free at the new time stay on the job, and the customer is told the new time.
- Onto another worker on another day. The job moves first, then that worker is put on it.
When a job needs two or more workers and the numbers no longer fit, the team window opens with the worker you dropped it on already ticked. Tick the rest and save.
If a worker is busy, off duty or not trained for the service, you are told why and nothing changes. Finished and past jobs cannot be dragged, and nothing can be dropped on a past or closed day.
On a phone, or with the keyboard, open the job instead and use Confirm & assign or Change team.
Press + in an empty cell to book a new job for that day and worker: see Book for a customer.