# Scheduler - Plan Client Work Against Team Capacity

> Plan onboarding and recurring work, turn client requests and account findings into assigned tasks, and schedule them against your team's available hours.

Source: https://www.liftedwork.com/schedule

Scheduler

## Every client Every person Fully booked

Scheduler gives onboarding, recurring work, client requests, and report follow-ups an owner and a date, then shows whether the team has room.

[Get started](https://www.liftedwork.com/register)

[See how work gets scheduled](#planned-work)

![Assignment table with five client rows and three fully booked team members](https://assets.liftedwork.com/marketing/schedule/team-coverage-matrix-47d2214420.webp)

![A client's onboarding and recurring work scheduled over the next four weeks](https://assets.liftedwork.com/marketing/schedule/planned-work-a480117d82.webp)

Planned work

### Start every client with a full schedule

Add onboarding in one click. Scheduler books recurring work each month and assigns every task to the right client and teammate, with a date and time estimate.

[See Playbooks](https://www.liftedwork.com/automations)

Incoming work

### Schedule work from client updates and reports.

[Dispatcher Assign client requests from email, meetings, and the portal.](https://www.liftedwork.com/requests)

[Reporter Create tasks from report results and schedule them around the team's available time.](https://www.liftedwork.com/reports)

![Client meetings, email, and report findings scheduled as assigned tasks](https://assets.liftedwork.com/marketing/schedule/incoming-work-152fe1d362.webp)

### Everything your team needs is on the task.

- Who owns it
- When it's due
- Instructions
- Communication and comments
- Client-specific links

> “My clients are booked out at the beginning of every month, and every task has someone's name on it.”
 **![SpredX Agency Logo](https://assets.liftedwork.com/marketing/home/spredx-logo-dark.png) Rick

Founder, SpredX**

### Set up Scheduler your way

Build it yourself, or have us set up Scheduler for you

#### Set it up yourself

30 days. Full refund, no questions. Plans start at $5 per client.

[Get started](https://www.liftedwork.com/register)

We can build it for you

#### [The 21-Day Agency Build](https://www.liftedwork.com/setup)

We onboard the first 5 clients and get Scheduler running. Live in 21 days, or it's free.

[See The 21-Day Agency Build](https://www.liftedwork.com/setup)

### Put every client on the schedule

[Get started](https://www.liftedwork.com/register)

30 days. Full refund, no questions.