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How can I assign a service provider to a booking?
How can I assign a service provider to a booking?

Step by Step process to assign booking under "Dispatcher" Section

Eric Plamondon avatar
Written by Eric Plamondon
Updated over 5 months ago

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

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

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.

👉🏻 Want to try out this feature in our simulated environment: Try Live Tour and become an expert today! 😊

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