Assigning the right team members to each activity is crucial for safety and customer satisfaction. The Buddy Booking Platform provides tools to manage team assignments effectively while maintaining proper qualification requirements and scheduling.
Understanding Activity Team Assignment
Each activity requires careful staff coordination to ensure proper supervision and service delivery. The platform helps you manage these assignments while maintaining operational efficiency.
How to add team members to the activity?
You can assign team for your activity by navigating to Calendar > Click on the desired availability > Click on View & Edit Activity Details > Click on the Team tab > Click on Add Team Member.
This opens a dialog box from where you can search an existing team member or add a new one.
When you start typing a name it will become available in the dropdown if the user already exists as below:
However, if the user doesn't exist, you will be prompted to add them as shown below:
After adding the user you need to select the department. Options available in the department dropdown are: Management, Instructor, Divemaster, Boat Crew, Shop Staff.
Note that you can select different departments for the same member in various activity availabilities.
All the team members are displayed in the Team tab once you add them.
How to assign team members to customers?
You can assign team members to customers of an availability once they are added to that specific availability. You can do that be navigating to Calendar > Select desired availability > Click on View & Edit Activity > Manifest > Select the desired customer > Click on Edit button (pencil button) next to Booking Contact name > Edit, and finally assign the team.
Frequently Asked Questions
Frequently Asked Questions
Assignment Basics
Q: How many team members should I assign to an activity?
A: You can add as many team members required for an activity. Consider customer group size, safety regulations, experience levels and boat capacity to plan this.
Q: Can team members be assigned to multiple activities?
A: Yes, you can assign a team member to multiple activities. However, review schedules to avoid conflicts and overlaps.
Department Management
Q: Can I change a team member's department at a later stage?
A: Yes, you can update a team member's department by navigating to Calendar > Click on the desired availability > Click on View & Edit Activity Details > Click on the Team tab > Click on the 3-dots in Actions column > Click on Edit Role. This will open the dialog box from where you can update the department.
Schedule Coordination
Q: How do I manage last-minute team changes?
A: Follow these steps:
Check available staff
Verify qualifications
Update assignments
Notify affected members
Document changes
Q: What's the best way to handle schedule conflicts?
A: Address conflicts by:
Identifying overlaps early
Finding qualified replacements
Adjusting assignments
Communicating changes
Updating records
Best Practices
Q: How can I improve team assignment efficiency?
A: Focus on:
Advance planning
Clear communication
Proper documentation
Regular reviews
Staff feedback
System updates
Q: What should I consider when assigning teams to speciality activities?
A: Consider:
Specific certifications
Experience levels
Customer requirements
Equipment expertise
Local knowledge
Safety considerations
Troubleshooting
Q: What if a team member becomes unavailable?
A: Remove the team member from that particular availability by navigating to the Team tab in the activity details and remove them using the Remove from team option in the Actions column.