Summary:
While you can switch cleaners in any appointment individually, you can also save the changes for all future appointments in a recurring service.
Here are two ways how you can change the default cleaner(s) in all appointments in a recurring service.
Changing a Team from the Customer's Profile
From your Dashboard, go to All Contacts and find the customer you want to make the changes in the appointment for.
Once in the customer's profile, scroll down and find the Scheduled Services section. You will see the option to Manage Recurring Service.
On the next page, you will find information about the recurring service, including the default Team
To change the cleaner(s), click on Change Default Team.
You will see a pop-up promoting to select the new Team you want to assign to this recurring service and the starting date when that change will occur.
Click on Change team for the services selected above to save the changes.
Changing an individual cleaner(s) directly from the Appointment
From any Scheduling View, click on the recurring appointment for which you wish to change the default cleaner.
On the appointment side panel, go to the Cleaners section and click on Assign.
Add the new cleaner and check the Assign selected cleaners to all future appointments in this recurring service? option.
Click Assign Cleaners to save changes.
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