How to manage staff availability?
The 'Availability" tab provides a central place for recording a staff member's work availability, time slots and leave requests.
To add an availability range, click "+ New Availability Range', then enter information such as the starting week, minimum hours, maximum hours, and preferred work hours.
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How to manage staff compliance?
The 'Compliance' tab provides a central place for recording key information of a staff member's certificates and qualifications, such as the issue date, expiry date, certificate number, any notes and storing the certificate. Three standard ...
How to manage staff medical conditions?
The 'Medical & Conditions" tab provides a central place for recording information related to a staff member's medical and other conditions. Medical related documents such as treatment plans can be uploaded by clicking 'Upload Files'. If a condition ...
How to manage discounts of a confirmed booking?
To manage the discounts of a confirmed booking, the booking needs to be changed to the pending status first. Then, follow the steps in managing discounts of a pending booking.
How to use the Notes Manager?
Go to Customers - Notes Manager. 1. Click ‘+ Create New’ to start recording a note. 2. Choose the note type. Currently, you can create two types of notes - Profile Notes or Attendance Notes. 3. Profile Notes: Create a profile related note within the ...
How to subscribe to event notifications?
In Settings - Notifications, admin can subscribe to key events to receive notifications Staff Birthday: Get notified 3 days before the event and on the same day as the event. Staff First Aid Expiry: Get notified 3 months, 1 month, 1 week before the ...