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How to Change the Default Cleaner or Team in a Recurring Service

Learn how to change the default cleaner or team for all future appointments in a recurring service.

Amar Ghose avatar
Written by Amar Ghose
Updated over a week ago

Summary

  • While you can switch cleaners in any appointment individually, you can also save the changes for all future appointments in a recurring service.

  • Here are two ways you can change the default cleaner(s) in all appointments in a recurring service.


Accessing The Manage Recurring Service Page

  • From your Dashboard, click Contacts in the left-hand menu and select All Contacts, then open the customer whose recurring appointment you want to update.

  • In the customer’s profile, click the Appointments tab.

  • Under the Appointments section, select Active recurring services to view all ongoing recurring services for that customer.

  • Click the arrow ( > ) next to the recurring service you want to edit to open its details and change the default cleaner or team.


Changing a Team from the Customer's Profile

Important

  • For the Change Default Team button to appear, you'll need to have a team set up on the Teams page.

You can learn how to create a new team here

  • On the Manage recurring service page, click the pencil icon next to Cleaners and team to change the default cleaner or team for this recurring service.

  • In the Edit assignments pop-up, select the new team or cleaner you want to assign, then click Next: Select appointments.

  • Choose whether the change should apply to all future appointments or start from a specific appointment date, then click Apply changes to save.


Changing an individual cleaner(s) directly from the Appointment

  • From any Scheduling View, click on the recurring appointment for which you wish to change the default cleaner.

  • On the appointment side panel, go to the Cleaners section and click on Assign.

  • Add the new cleaner and check the Assign selected cleaners to all future appointments in this recurring service? option.

  • Click Assign Cleaners to save changes.


Keywords

  • Reassign Cleaners

  • Change Cleaners

  • Assign Cleaners

  • Edit Cleaners

  • Reassign Cleaner

  • Change Cleaner

  • Assign Cleaner

  • Edit Cleaner

  • Reassign New Cleaner

  • Change New Cleaner

  • Assign New Cleaner

  • Edit New Cleaner

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