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Docs Scheduler Book a job to a team member

Book a job to a team member

Step-by-step: drag a job onto a team member's row to book it in.

Last updated 17 Oct 2026

Overview

Booking is just drag-and-drop - pick the job up from the list and drop it on the team member and time you want.

Drag a job from the jobs list onto a team member's row to book it
Drag a job from the jobs list onto a team member's row to book it
Step by step: drag to book
  1. Find the job in the jobs list - it’ll be under Pending.
  2. Click and hold the job, then drag it onto the team member’s row and time slot you want.
  3. Release the mouse - the booking appears on the calendar immediately, and the job moves to Progress in the jobs list.
The Create Booking dialog
The Create Booking dialog - right-click or double-click a job in the jobs list.
Step by step: the Create Booking dialog

If you’d rather not drag, or you’re booking a job you can’t currently see on the calendar:

  1. Right-click the job in the jobs list and choose Create Booking, or double-click it - the customer, job name, description and date required fill in automatically.
  2. Set the Start and End time.
  3. Select the Staff and, if needed, the Equipment to assign.
  4. Click Create.

To book the same hours over a run of days, see booking a job across several days.

See also