Adding staff to your events is simple and only takes a few clicks!

Step 1: Open the Event Editor for the event you'd like to schedule staff in for.  Simply double click any event on your event list or your calendar.

Step 2: Go to the "Staffing" tab, then click the "+ STAFF GIG" button.


Step 3: Select one or several staff to add to this event by selecting the staff you'd like to add and then clicking "OK".
note: The staff selection window has a few super helpful details there for you, like a list of any other events your staff are already scheduled into on that same day, as well as their availability notes for the day.

Step 4: Add staff specific details, like the staff's "Role", "Status", "Gig Fee", etc.  You'll automatically be prompted to add these details for each staff you've selected.

There are 5 different statuses you can select for each staff you add, they are:

  • Penciled In
    • Best used for internal planning.  Staff will not be notified of the gig and it will not show in their Staff Portal or calendar feed.
  • Awaiting Confirmation
    • Staff will be notified (if you have chosen to have that message sent automatically or you've sent it manually).  The event will appear in their Staff Portal and/or calendar feed.  You are now waiting for them to confirm.
  • Confirmed
    • This status means that either your staff have confirmed via their Staff Portal, or you have manually switched their status to confirmed
  • Fee Paid
    • This status must be set manually and is typically used to indicate that you have paid your staff their fees for the gig
  • Declined
    • This status means that either your staff have declined the gig via their Staff Portal, or you have manually switched their status to declined
    • It will no longer appear in their Staff Portal and/or calendar feed

  • If the event itself is 'Cancelled / Dropped', then:
    • Event will still show on staff portal list, but shows as “Cancelled”


Note: If you go back to add more staff to an event, any staff that have already been scheduled into this event, will show as already selected, like so...


Happy Staffing!!!

 

NOTE: Some of the features mentioned in this article are available on select plans only.  Please feel free to review the available plans and what's included in each.MSG: FTRLMT