Video | Step-by-step instructions

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Step-by-step instructions

To add a service provider to a booking, go to the left menu bar, and click on "Dispatcher" section

Assign a service provider to a booking

Simply drag the booking from either Unassigned or another service provider’s row to the new service provider.

Assign a service provider to a booking

If dragged from the Unassigned row, it will remove it from Unassigned. On the other hand, if the booking is dragged from another service provider, it will remain with the other service provider as well.

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Assign a service provider to a booking

Don't forget to save the new assigned schedule :)

Assign a service provider to a booking and save

Once you save the schedule, you will be prompted if you would like to notify your service provider about their new assignment and if you would like to auto-assign the service providers to all future recurrences of this booking.

You can choose "Yes" or "No" according to your preference and save.

Related Resources

Dispatching Overview

How can I assign a service provider to a booking?

How can I remove a service provider from a booking?

How can I send my service provider their upcoming schedule via email?

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