Make your schedules epic!
In this article, you'll discover the simple steps to create events, handle shifts, and effortlessly book workers!
At the top of the menu, you'll find a collection of essential tools:
View Options: Seamlessly navigate your schedule with various views. Choose "Today" for present focus, "Live view" for real-time insights, or opt for "Day," "Week," or "Month" views to plan ahead. Adapt your scheduling experience to your preferences effortlessly.
List View: Simplify your approach by switching to the "List view." This streamlined layout keeps events and tasks clear, allowing undistracted focus.
Numbers Overview: Get fast stats Snapshot – clocked-in, confirmed, booked and total needed workers.
Search Button: Find events using keywords like location, client, or date.
New Order: Place orders from suppliers directly.
Want to learn more about new order? Click here
Show Archived: Access old events in one place.
Filter Button: Customize your display by applying various filters.
Dots of content:
Scheduling Board: Alter your perspective by changing the view.
Edit: Swiftly manage multiple events – delete or archive in one go.
Add New Event: Seamlessly create fresh events on the schedule.
Show Archived: View past events that have ended.
Check Availability in Date Range: Prompt available employees with push notifications for specific dates.
Upload Excel: Effortlessly import events from Excel spreadsheets.
Export Events List: Generate Excel sheets to export your event lists.
Export Booked Employees: Create Excel sheets with lists of booked workers.
In the interface's heart, events shine in three distinct colors:
Red for 0% booked workers, Orange for partial booking, and Green for full staffing.On top of the event page you can find different icons:
Event name
Event location
Shift timing
Client name (colored grey)
Signifies availability (top right)
Numbers of workers clocked in, confirmed, booked and needed
Booking percentage
Green V when the event is fully confirmed by worker