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Planning can assign a visit only when one available team member can perform every service and satisfy every property requirement. Service setup and availability therefore belong together.

Build the service catalogue

Create reusable services and organize them into categories.

Configure customer presence

Control whether a customer must be available and what timing you communicate.

Assign service eligibility

Tell Planning which team members can perform each service.

Set availability

Configure ordinary hours, member overrides, time off, and custom hours.

Manage the service catalogue

Create reusable services and categories for orders, subscriptions, and planning eligibility.

Configure when the customer must be present

Understand how customer presence affects visits, notifications, and schedule protection.

Assign services to eligible team members

Configure who can perform each service so Planning can assign visits correctly.

Set working hours and availability exceptions

Configure company defaults, member overrides, time off, custom hours, and planning flexibility.

Configure property visit requirements

Match property equipment and qualification requirements with team-member capabilities.
Last modified on August 27, 2026