When you book
- In the booking form, open Employee (Select staff...) and choose the lead person.
- Pick more people to add a Crew.
- Tick assisting for someone who's only helping, so they can still be booked for their own work.
- Save the booking.
On an existing job
Open the job and, on the Details tab, change Assigned To. It saves straight away. A job with more than one person shows Multiple and the number.
What the crew sees
- The Staff app tells them "New job assigned to you", "Job removed from your list" or "Schedule changed".
- On the Jobs board, the staff filter shows one person's jobs, All Staff, or Unassigned jobs.
Tip
The Staff Assigned to Booking automation trigger fires when someone is added as the lead or to the crew, so you can send them the details automatically.