Set up backup teams
If you have people you want to schedule only when your regular team members are unavailable, you can use a combination of tags and needed positions to set this up.
To set up a backup team, you'll need to do the following:
Assign tags to your backup people.
Only assign your primary people to your team.
When your primary people are all busy, search for your backup people using tags.
Assign tags to backup people
Select the People page in the top navigation.
Select Actions in the top right.
Choose Edit Tags from the dropdown to open the Tags page.
Create a tag for each position.
Assign your backup people to the corresponding tags.
Assign primary people directly to teams
For backups to be scheduled when primary people are unavailable, the team cannot be a tag team. Make sure to check this setting on your team's settings page:
Follow the steps below to adjust your team's settings and assign your primary people:
Select the Plans page in the top navigation.
If you have multiple folders, select the folder that contains the service type you're working with.
Select the ⚙️ settings icon to the right of the service type you're working with.
Choose Teams from the dropdown.
Select your team's name from the list to open the settings page.
If the Tag Team box is checked, uncheck it to remove the tag team feature from this team.
Select the Members tab.
Edit your positions by adding only your primary people for that position. Don't add any of your backup people.
When scheduling, use needed positions to schedule your team.
Schedule backups when needed
If the regular team members have scheduling conflicts, you can schedule your backup people using the tags that you assigned.
Select the Plans page in the top navigation.
If you have multiple folders, select the folder that contains the service type you're working with.
Select a plan from the service type you're working with.
Select the Teams tab at the top of the plan page.
Select the arrow next to a scheduled team's name.
Choose Add People from the dropdown.
Select the Guest tab.
Select Filter at the top of the list to expand the filtering options.
Select the Tags tab.
Select the folder that contains your backup tag from the dropdown.
Select your desired backup tag(s) from the dropdowns below each tag group.
Select Filter to hide the filter menu and see a list of people assigned to the tag.
Hover a person's profile icon and select the checkbox that appears.
Select a Position from the dropdown that appears.
Select Add in the top right to schedule this person.