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Team and devices · 28-second video

Add technicians, shifts and time off

Each technician gets a colour on the calendar. Time off greys them out so you never book someone who is on holiday.

Or click through it at your own pace

Step 1 of 3
Go to Team and click New Technician
1

Go to Team and click New Technician

Click Team under Business in the left menu, then New Technician. Give them a name, the days and hours they work, and a colour. Click Save.

Book time off
2

Book time off

In Book time off, pick the technician, a From date and an optional To date, choose Full day off or Half day, add a note if you like, and click Book time off. It appears under Upcoming time off and on the calendar.

Assign them on bookings
3

Assign them on bookings

On any booking, choose the technician in the Technician box. The booking takes their colour, so a glance at the week shows who is doing what.

All the steps on one page

  1. Go to Team and click New Technician. Click Team under Business in the left menu, then New Technician. Give them a name, the days and hours they work, and a colour. Click Save.
  2. Book time off. In Book time off, pick the technician, a From date and an optional To date, choose Full day off or Half day, add a note if you like, and click Book time off. It appears under Upcoming time off and on the calendar.
  3. Assign them on bookings. On any booking, choose the technician in the Technician box. The booking takes their colour, so a glance at the week shows who is doing what.

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