Skip to main content
All CollectionsTeam MembersManaging Team Members
Allocating a Team Member to an Existing/Recently Created Visit Schedule
Allocating a Team Member to an Existing/Recently Created Visit Schedule
Martin Callan avatar
Written by Martin Callan
Updated over 4 years ago

Step 1: Navigate to the Site Page for the Site that you need to allocate for Client>Site

Step 2: Click the Employee Allocate Icon 

Step 3: Select either All Schedules or the Specific Visit Schedule you need to Allocate the team to.

Step 4: Type and Search for the Team Member you need to allocate. If you need to add more Team Members you do that by searching and selecting their Names.

Step 5: Then simply hit Create

Did this answer your question?