> ## Documentation Index
> Fetch the complete documentation index at: https://help.sweeply.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Assign services to eligible team members

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

Automatic planning assigns a visit only when one active planning team member can perform every service on the order. Skills cannot be split between several people for one visit.

<Steps>
  <Step title="Open the team member">
    Go to **Settings** > **Members** and edit the person who will perform field work.
  </Step>

  <Step title="Enable planning participation">
    Confirm that the member is active in scheduling. A user may have Sweeply access without being available for route planning.
  </Step>

  <Step title="Assign services">
    Select every service this member can perform safely and independently.
  </Step>

  <Step title="Review property capabilities">
    Assign any equipment or qualification capabilities the member has. These are evaluated together with service eligibility.
  </Step>

  <Step title="Review affected planning weeks">
    Run Planning again when a future week needs a new accepted plan after eligibility changes.
  </Step>
</Steps>

## Example

An order contains exterior cleaning and interior cleaning. One member can do only exterior work and another only interior work. Neither is eligible because one member must satisfy the complete visit.

<Tip>
  Use the planning issue action **Assign the service task to one or more members** to open the relevant setup when work has no eligible member.
</Tip>

<Note>
  Manual route editing can override missing service or capability eligibility, but Sweeply shows the missing requirements and requires an operator reason. Use this only as an informed exception.
</Note>