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Driive Help Center

Team Eligibility

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

Why team eligibility matters

Without eligibility settings, any team member 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 team members. Fewer eligible members means more focused, accurate results.

  • Dispatching efficiency — When you assign an appointment, Driive highlights eligible members, so you don't have to remember who's trained for what.

Where to configure team eligibility

  1. Navigate to the Appointment Types page.

  2. Click the appointment type you want to configure.

  3. Open the Team Eligibility section.

Eligibility options

You can assign eligibility at three levels:

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.

Team members

Select specific individual team members, regardless of which team they belong to. This gives you the most granular control.

Best for: Specialized services that only a few specific people can handle, even if they're spread across different teams.

Team memberships

Select specific team-member combinations (e.g., "Alex on the Roofing Team"). This is useful when a person belongs to multiple teams but should only handle this service in one context.

Best for: Complex organizations where team members wear multiple hats.

Required constraints

Beyond basic eligibility, you can set required constraints that must be met when scheduling an appointment:

Required members

Designate specific team members who must be present for an appointment of this type. For example, a lead technician who must supervise all panel upgrade installations.

When a required member is set:

  • The appointment can only be scheduled during times when that member is available.

  • The member is automatically included in the assignment.

Minimum count

Set the minimum number of team members that must be assigned to an appointment of this type. For example, a "Full Roof Replacement" might require at least 3 crew members.

This constraint affects scheduling — Driive checks that enough eligible team members are available at the proposed time.

Bulk assignment

If you need to update eligibility across multiple appointment types at once — for example, when a new technician finishes training and becomes eligible for several services — use the bulk assignment dialog:

  1. From the Team Eligibility section, click Bulk Assign.

  2. A dialog opens showing all your teams and team members.

  3. Check or uncheck eligibility for multiple people or teams at once.

  4. Save your changes.

This saves time compared to editing each appointment type individually.

How eligibility affects booking

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

  1. A customer selects an appointment type (e.g., "AC Repair").

  2. Driive identifies all eligible team members for that type.

  3. Driive checks each eligible member's availability (business hours, personal schedule, synced calendar events, buffer times).

  4. Only time slots where at least one eligible member is free are offered to the customer.

If no eligible members 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, switch to individual member assignments.

  • Review after hiring. When you add a new team member, check which appointment types they should be eligible for. They won't appear in scheduling until they're 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.

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