> ## 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.

# Prepare team members for route planning

> Configure every member field that affects automatic assignment and route construction.

Planning needs more than a user account. Every assignable team member must have planning participation, usable availability, a start location, service eligibility, and any required capabilities.

## Planning readiness checklist

| Setting                      | Why it matters                                                           |
| ---------------------------- | ------------------------------------------------------------------------ |
| Active in scheduling         | Allows Planning to assign visits to the member.                          |
| Weekly availability          | Defines ordinary route windows.                                          |
| Availability exceptions      | Removes time off or applies custom hours.                                |
| Start address                | Gives the route a usable origin and travel estimate.                     |
| Transport mode               | Controls the expected routing profile.                                   |
| Services                     | Limits visits to work the member can perform.                            |
| Equipment and qualifications | Matches property visit requirements.                                     |
| Priority                     | Lower numbers are filled first; equal priorities share work more evenly. |

<Steps>
  <Step title="Open the member">
    Go to **Settings** > **Members** and edit the person.
  </Step>

  <Step title="Enable scheduling">
    Turn on planning participation only if the person should receive field visits.
  </Step>

  <Step title="Assign eligibility">
    Select all services the member can perform and all property requirements they can satisfy.
  </Step>

  <Step title="Set the route start">
    Use the company address or select the member's normal start address. Confirm that the address resolves to valid coordinates.
  </Step>

  <Step title="Choose transport and priority">
    Select car or bicycle and review the priority value. Use equal priorities when work should be shared fairly.
  </Step>

  <Step title="Set availability">
    Save the weekly schedule and add any known time off or custom hours under **Settings** > **Availability**.
  </Step>
</Steps>

<Check>
  The member is ready when Planning shows usable capacity and no issue reports a missing start location, missing service, or missing capability for work they should receive.
</Check>