Control what venues your clients can see via their client portal. Navigate to the “Manage Clients” — “Search Clients”, find the client you would like to edit and view their profile. A new tab will exist called “Venues” where you will be able to checkbox select the venues you would like to include — exclude from view of the client. Read more »
Form Builder
You can create your own custom forms in the system by navigating to “System Settings” — “Form Builder”. You can create forms such as new employee application form and syndicate the form you create anywhere on the web.
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Editing your email signature
You can configure how your email signature will appear in all email communication sent out via the system. You can configure the look and contents of the email signature by going to “System Settings” then “Company Profile” and selecting the “Your Email Signature” tab. Read more »
Company logo
Your company logo can replace the default logo by going to “System Settings” and “Company Profile”. On the manage company profile page you will find three tabs, click the “Your Company Logo” tab to change the logo used throughout the system. Read more »
Company profile
Your own personal company profile can be managed by selecting “System Settings” then “Company Profile”. Your company profile information will output automatically in a variety of places in the system such as on your invoices, email communication and staff profile superannuation panel. Read more »
Search staff
To access the search staff page select “Manage Staff” then “Search Staff”. The search staff page allows you to search for your staff based on a variety of criteria or you can hit the “Search Staff” button without entering any search criteria data and all your staff in the system will be displayed. The common search criteria you can search for staff by include: Read more »
Adding new clients and importing a client list
You can create new clients by going to the ” Manage Clients” drop down menu and selecting “Add Client”. On the “Add Client page you will have the choice of adding one client at a time manually using the “Add Client Form” or importing multiple clients using the “Import Clients” module. Read more »
Sending shift reminder emails to your staff
You can send your staff shift or work reminder emails for work they are scheduled to work on in the future. The send shift reminder module is available for use via accessing the “Manage Jobs” drop down menu and clicking “Search Jobs”. On the “Search Jobs” page click the find shifts tab. Read more »
Sending an apply for shifts email
You can create shifts in the system then invite your staff to apply to work on the shifts. To do this you check-box select the shifts you would like to invite your staff to apply for via the main create jobs screen. Read more »
Sending a welcome staff email
New staff that are created in the system can be sent a welcome staff email that you can customise to suit your requirements. Welcome emails can be sent manually or set to auto send every time a new staff member is created. Read more »