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Managing Teams

Are Customer email addresses included in the Schedule that’s sent to the Team?

No, Customer email addresses are NOT included in the schedule that’s sent to your Teams.

Email/Print your Team Schedules

How to Email/Print your Team Schedules After assigning bookings to your Teams, you can email/print them a copy of their Schedule for a particular date range: Go to either Bookings -> Active Bookings or the Scheduler page Click the Send Schedule button Choose a Date range you want to print/email a Schedule for. Note: Make sure that you have assigned Teams to your Bookings for this date. If you don’t, your schedules will NOT be emailed/printed. Click Send to Teams or Print […]

How to Manage Team Schedules

  You may use the Scheduler when you want to assign/unassign multiple Bookings to a Team at once. Note: You may also change the Team that’s assigned to a Booking by editing the Booking. The Scheduler gives you a complete view of: Bookings that are Unassigned and Bookings that are assigned to each of your Teams  Being able to see each Team’s schedule and availability at once makes it easy to do your scheduling without having to edit each Booking […]

Edit a Team

Go to Settings -> Teams Click the Edit button next to the Team you want to edit Edit your values. Click Save.

Overview – Teams

A team (sometimes known as ‘field staff’), are assigned to bookings by the Admin/Staff to physically complete the jobs.  They have very limited visibility in the account, by only allowing them to manage their availability and view their bookings. Click here to view a list of all User Roles in Launch27   Create a Team Teams should be created as individuals, but saved with the same Team Name if you would like to group them.  This way, each person to a team has […]