Team & Pay
Assign visits and track pay
If you have a team, assign visits to the right person and keep an eye on what everyone's earned. Here's where both live.
The short version
- Assign a visit from the dispatch board (Team view) or the booking itself.
- Team members see their own pay under My Pay.
- Owners review and close pay periods under Team, then Pay periods.
On your phone
- Assign a visit: on your Schedule, tap Team to open the dispatch board and see visits by staff, with an Unassigned column. Or open a booking and tap Reassign.
- Your team's pay: each member sees their own earnings under More, then My Pay. As the owner, open Team, then Pay periods to spot-check totals.
On the web
- Assign a visit: on your Schedule, open the Dispatch view and drag a visit onto a staff member, or click a visit and use Assign Staff. There's an Unassigned lane too.
- Your team's pay: members see My Pay in the sidebar. As the owner, open Team, then Pay periods to review and close pay periods.
Good to know
- Assigning needs the right permission. By default only the owner assigns visits.
- One difference between phone and web: on your phone you can review pay totals; closing a pay period is done on the web.
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