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Step 5 of 28

Never send a partner to a client

Pick partners who must never be offered or given a client's jobs. Every job offer, every regular-first offer and every suggestion leaves them out.

Clientsa clientRules for this client Open Clients

Sometimes a client and a partner just aren't a fit. Tell Busy Book once, and that partner never gets that client's jobs again.

  1. 1

    Open the client

    In the menu, tap Clients, open the client and go to Rules for their name.

  2. 2

    Pick the partners

    Under Never send, tick each partner who should never get their jobs and tap Save Never send.

  3. 3

    Offers leave them out

    New jobs for that client never go to them: not when every partner gets it, not when the place's regular partners get it first, and not in the list in their app. An offer they already had closes.

  4. 4

    A warning before you pick them by hand

    On a booking, they show as Never send in the list. If you pick one anyway, Busy Book warns you first and only puts them on the job when you say yes.

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