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

Step 2: Click the Employee Allocate IconĀ 

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

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