Booking auto-assignment and team order

Steps

1. When a customer books without picking a specific person — an Any professional booking — Cyntree decides who gets it. You control how.
2. Open Settings > Teams > Configure team, tap Business opening hours, and find Any professional assignment.
3. Choose an Assignment style. Balance workload picks the available staff member with the fewest booked minutes that day. Rotate staff takes turns between available staff members in Team order. Team order picks available staff following the order you set under Members.
4. This only applies when the customer selects Any professional. A customer who picks a named professional always gets that person.
5. To set the order itself, go back to the Team screen and tap Order team at the top of the Members section. The screen is subtitled Team display and assignment priority.
6. Hold and drag members into the order you want, then tap Save team order. The order controls both the rotation sequence and which eligible professional has first priority — it does not change anyone's role, permissions, or responsibilities.
7. Only professionals who are eligible for the service and free at that time are considered, whichever style you choose.
8. Changing the assignment style needs permission to manage business settings, and reordering needs the Manage team members permission.
9. Outcome check: place a test Any professional booking and confirm it lands with the person your chosen style would pick.

Need more help?

Include the active workspace, affected booking or service, exact error message, and a screenshot of the screen where the problem happened.

If you still need support, use the contact page.