Assign a Booking to an Employee

Assigning a Booking makes one Employee responsible for it. They are the one told when its items are ready or staff is needed.

Assign or reassign

1. Open the Booking and go to Staff. On the Layout, open the Booking in progress and choose Assign staff or Change assignee.
2. Choose the Employee under Assign to. Those on shift on the Resource’s Layout come first, then those on shift at the Location, then everyone else.
3. Choose Save assignee.

You can also choose the assignee when you create a Booking.

Good to know

• The person who creates a Booking is assigned by default. Starting an unassigned Booking assigns whoever starts it.
• Without an assignee, alerts go to everyone serving at the Location.
• Only Owners, Managers and Staff working at the Booking’s Location can be assigned. The assignee can change while the Booking is Confirmed or In progress.
• Owners and Managers assign Bookings. Every change is recorded in the Booking’s activity.