Team Eligibility

Not every technician on your crew can handle every service. Team eligibility lets you define exactly which teams — or which specific people on those teams — can be assigned to an appointment type. This ensures customers only see available time slots for qualified people.

Why team eligibility matters

Without eligibility settings, anyone could be booked for any service. That might work for a small, generalist crew — but as your business grows, you'll want precision:

Skill matching — Only certified HVAC techs should handle AC repairs. Only your licensed electricians should do panel upgrades.
Accurate availability — When Driive calculates available time slots for a booking page, it only checks the schedules of eligible users. Fewer eligible people means more focused, accurate results.
Dispatching efficiency — When you assign an appointment, Driive highlights eligible people, so you don't have to remember who's trained for what.

Where to configure team eligibility

Navigate to Setup > Appointment Types.
Click the appointment type you want to configure.
Open the Team tab.

Eligibility options

You can assign eligibility at two levels:

Whole teams

Select one or more teams that can perform this service. Every current and future member of those teams becomes eligible.

Best for: Services that map neatly to a team. If your "Roofing" team handles all roofing inspections, assign the team and you're done — new hires added to the team are automatically eligible.

Specific people on a team

Expand a team to select just some of its members. This gives you fine-grained control — useful for specialized services that only a few people can handle, or when a person belongs to multiple teams but should only do this service in one context.

Best for: Specialized services, or organizations where people wear multiple hats.

Required constraints

Beyond basic eligibility, you can mark teams or people as Required — they must be assigned to every appointment of this type. For example, a lead technician who must supervise all panel upgrade installations.

When someone is marked Required:

The appointment can only be scheduled during times when that person is available.
They're included in the assignment.

Note: If you remove the last eligible team or person, Driive automatically deactivates the appointment type — a service no one can perform shouldn't be bookable. Re-add eligibility and reactivate it when you're ready.

How eligibility affects booking

Team eligibility directly impacts what your customers see on your booking page:

A customer selects an appointment type (e.g., "AC Repair").
Driive identifies all eligible users for that type.
Driive checks each eligible person's availability (business hours, personal schedule, synced calendar events, buffer times).
Only time slots where at least one eligible person is free are offered to the customer.

If no eligible people are available, the customer sees no available times. See Troubleshooting Appointment Types if this happens unexpectedly.

Tips for managing eligibility

Start broad, then narrow. Assign eligibility at the team level first. As your business grows and services become more specialized, expand teams to pick specific people.
Review after hiring. When you add a new user, check which appointment types they should be eligible for. They won't appear in scheduling until their team (or they specifically) are assigned.
Use teams for simplicity. If you organize your crew into skill-based teams (e.g., "HVAC Team," "Roofing Team"), team-level eligibility keeps everything tidy and self-updating.

Next steps

Booking Questions — Add questions to your booking form that help you prepare for the appointment.
Scheduling Settings — Configure duration and buffer settings for this type.
Users and Teams — Set up the teams and users you'll assign eligibility to.