Scheduling Module Overview
Updated over a week ago

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:

  1. 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.

  2. List View: Simplify your approach by switching to the "List view." This streamlined layout keeps events and tasks clear, allowing undistracted focus.

  3. Numbers Overview: Get fast stats Snapshot – clocked-in, confirmed, booked and total needed workers.

  4. Search Button: Find events using keywords like location, client, or date.

  5. New Order: Place orders from suppliers directly.

    Want to learn more about new order? Click here

  6. Show Archived: Access old events in one place.

  7. Filter Button: Customize your display by applying various filters.

  8. 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

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