Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to view add an assistant to your account:

  1. Under your profile picture, click the drop down arrow and then click on "Edit Profile".
  2. In your profile, click on "Organization" to open your organization settings.
  3. Under "Roster", on the bottom of the screen, click on "Distribute Referrals".    
  4. The "Distribute Referrals" window will come up. Simply, use the "+" or "-" symbols, or type in the number of leads you would like to allot, per each team member, and click "Confirm" once done.
  5. You can always come back an remove the unconsumed allotted leads from any team member and they will be back in your lead bucket.

As always, you can reach to our support team via chat at or by calling (888) 222-0011 and press "2" when prompt.

How to Add Allotments to Team Members