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Shift Scheduler

Last update 13 days ago
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How to assign users to work specific, custom roles on a shift

You can enable, add and assign users to specific Custom Roles on a shift such as Manager, Attendant or Trainee (you can add as many as you like), so staff know what they're responsible for.


To Create the Custom Role

  1. Go to your Profile Icon (bottom left) > Settings.

  2. Select Shift Scheduler from the menu.

  3. Click on the toggle for Assign users to custom Roles.

  4. Click on (+Add Role)

  5. Enter the Title of the Custom Role.

  6. Click Save

To Assign a user to the Custom Role

  1. From your dashboard, click on the Bookings icon.

  2. Choose the Booking you want to add the shift for, and click on the Ellipsis (3 dots)

  3. Select Edit.

  4. Select the Shifts tab to view information about the shifts for that booking.

  5. Once a user is assigned (using the left "+" icon) click on the right "+" icon, click on their Position for the shift.

  6. Click Save.