Area select books one line item or job for every person and day you drag over on the Planner. Use it for a crew on the same work, or one person over a run of days.
Who can do this: owners, admins and office staff.
Book an area
- Open the Planner and switch to Weekly View or Overview.
- Click Scheduling Tool, top right, and find the line item or job.
- Click the grid icon on the lower half of the card's left edge. A bar appears at the top naming the work you are placing.
- Click and drag a rectangle over the people and days you want.
- Check the Bulk Assignment box that opens, then click the button at the bottom. It shows the number of bookings it will make, such as Create 6 Events.
To stop without booking, click Cancel on the bar at the bottom of the screen.
The grid icon only shows in Weekly View and Overview. In Daily View, book one person at a time. See How to Schedule and Assign Work Using the Planner.
What the Bulk Assignment box shows
- Staff Selected lists each person, with the number of days they will be booked.
- Date Range shows the first and last day you selected.
- Event Duration sets the Start and End time. It starts as your account's working hours and applies to every booking it creates.
Each person is booked only on their working days. A day that is a non-working day for them, such as a weekend on a default account, is left out. See Your Account's Working Hours.
A rectangle covers either staff rows or subcontractor rows, not both. Subcontractors are booked on every day you select.
Days that are already booked
If someone in the area already has a booking on a selected day, the box lists it under potential conflicts, with the person, the day and the time.
Skip days with existing events is ticked to start with, so those days are left out and the number on the button goes down. Untick it to book those days as well. If every selected day is already booked, the button reads Create 0 Events and cannot be clicked.
Related articles
- How to Schedule and Assign Work Using the Planner - booking one person and day at a time
- Book Staff onto a Job - booking from inside one job
- See Who Is Booked and Who Is Free - finding gaps before you book
- Your Account's Working Hours - which days count as working days