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2. The Client Roster screen appears and you can filter to Billing Customer and Job which displays all the assigned users booked for that job.
You also have a few things that you can do from herethis screen such as:
- Download Schedule - to download schedules similar to downloading schedules from Scheduler → Job Scheduler.
- Email Scheduler Schedule - to email schedules to specific users and this is also similar to the button you see in Scheduler → Job Scheduler → Email Schedule.
- Confirm Current Bookings - allows you to confirm all visible unconfirmed bookings which will generate a timesheet for each unconfirmed booking displayed on the roster.
3. To assign book a job to a new user or more users, click Manage Roster.
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- Select the User or Users you want to create the booking for
- Select the Billing Customer and Job you would like to schedule
- Select the Start Time and End Time
- Click on the scheduler (the area column where you see dates and alternating columns of blue and yellow) and booking will be created.
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Note: The columns in yellow indicate a free schedule and the columns in blue indicate that they have been bookedactive bookings.
