For agencies📋 Scheduling & Dispatch

Schedule agency events (meetings and trainings)

Book internal events like staff meetings or trainings; attendees are notified and blocked on the dispatch board for that window.

Agency events are internal bookings, not customer jobs: a meeting, a training, an all-hands. Each attendee gets notified and their time is blocked on the dispatch board, so you don't accidentally schedule them onto a job during the event.

Watch the walkthrough

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Step by step

  1. 1Click "Schedule event" on the dispatch board and enter the event's title, date, and time.
  2. 2Pick the attendees from your roster.
  3. 3Save; each attendee is notified and gets an availability block for the event window.
  4. 4Manage existing events (edit, cancel) from the Agency Events tab on the Operations page.

Tips

  • An event blocks the board like time off does: dragging a job onto an attendee during the event warns you, but you can override it if the job matters more.
  • Cancelling an event removes the attendees' blocks automatically.

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