---
title: "Saved teams and client preferences · BlastoClean docs"
description: "Save the people who work together, assign the whole team in one step, and keep the same team for each client."
url: "https://www.blastoclean.com/docs/saved-teams"
---

# Saved teams and client preferences

Scheduling · Web and mobile · 3 min read · Updated October 19, 2026

**Create saved teams such as "Team A" or "Night crew", assign the whole team to a visit or schedule in one step, and set which team each client usually gets. Available on Starter, Pro and Business.**

Most cleaning businesses send the same people out together. A saved team lets
you assign them in one step, and lets each client keep the team they know.
Saved teams are available on **Starter, Pro and Business**.

## Create a team

1. Open **Settings**, then **Employees & Teams** on the web.
2. In **Teams**, select **Create team**.
3. Enter the **Team name**, choose the members, and optionally pick a **Team
   lead** and a **Team color**.
4. Select **Save team**.

A team can have one person, and a person can be on several teams. Each team
belongs to one location. The owner manages saved teams.

## Team colors on the calendar and map

The **Team color** you pick shows on the **Schedule** and the day map once you
turn on coloring by team. Open [Calendar and map colors](/docs/calendar-colors),
add a rule, and choose **Team**. Every team with a **Team color** then uses it. A team without one is not
colored until you give it a color. To change
the color for one team there, pick it from the team list in that rule.

## Assign a team

When you book a visit or a recurring schedule, saved teams appear first in the
people picker. Choose a team and its members are filled in. Select **Clear
saved team** to pick people one by one instead.

For a one-time substitute, change the people on that visit. If the visit is
part of a repeating schedule, choose **This visit only** when asked; **All future
visits** changes the schedule's crew instead. The visit keeps its team name, and
BlastoClean records who actually went.

## Set a client's usual team

On the customer's page, choose a **Recurring team**. New schedules for that
customer start with that team. You can still pick a different team for any
schedule.

Tick **Flexible about team** when a client is happy with any crew. This is a
note for your schedulers; it does not move visits on its own. On the
**Schedule**, tick **Flexible about team** to show only those clients' visits,
so you know which ones are easiest to rearrange.

After a client's first completed clean, the visit may ask **Keep this team** if
the client has no usual team yet. Confirming saves it.

## Change a team

Edit the team and change its members. Tick **Update future visits for this
team** to give visits that have not started the new members. Visits with a
substitute or work already started keep their crew. Leave it unticked to change
only new bookings. If a new member is already busy or unavailable during one of
those visits, BlastoClean shows the conflict and does not save the change until
you sort it out.

Select **Archive** when you no longer need a team. Past visits keep its name.

## Open spots and saved teams

When a canceled time is offered to other customers, you can choose who hears
about it. In **Settings**, then **Fill open spots**, set **Saved team
eligibility**:

- **Same saved team or exact crew**, the default, offers the time only to
  clients served by the same team, or by exactly the same people when the
  visit has no saved team. If the canceled visit had no team and nobody
  assigned, it goes to every eligible client.
- **All saved teams and crews** offers it to every eligible client.

Offers go by email on every paid plan. On Pro and Business they can also go by
text to customers who agreed to texts. See [Cancellations](/docs/cancellations).

See also [Offer an assigned visit](/docs/staff-visit-offers),
[Shift swaps](/docs/staff-shift-swaps), which can approve swaps between
members of the same team automatically, and
[Crews and availability](/docs/crews-and-availability).

## On the phone and after a loading error

In the mobile app, the owner opens **Settings → Teams**
and selects **Create team** or **Edit**. Choose active people assigned to the
current location. Employee accounts are created separately in **Employees**.

On either client, use Retry if teams or members fail to load. A loading failure
does not mean a team has no members. The app keeps an open team draft while you
retry a read. If the account or location changes, reopen the editor in the new
location.