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How can I allocate services to my staff based on their Capabilities?
How can I allocate services to my staff based on their Capabilities?

Allocating services to staff based on their capabilities involves the skills, expertise, and availability of staff members with the requirements of specific services.

Mark avatar
Written by Mark
Updated over a week ago

It is simple to allocate various services to different employees based on their capabilities.

  1. Go to Setup >>Services.

  2. Select the service that you want to assign.

  3. Click on three dots (...) >> Edit.

4. A pop-up window to update the service will appear when you click Edit. Click Staff List, as indicated below, and choose the employees you wish to assign the services to, And Click on SAVE.

Additionally, for your reference, below is the video tutorial.

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