How do I add people?
Go to Team and press Add person, or Import to bring in a spreadsheet. The import copes with messy sheets and common role names. A phone number is how people are recognised on WhatsApp, so make sure it's right.
Which phone numbers can I use?
Numbers from any country. Pick the country from the list and type the number the way it's written locally. Your venue's own WhatsApp number is set in Settings.
How do I see who hasn't sent availability?
The strip at the top of Team shows who has answered for the coming period and who hasn't, with the cutoff. Missing people also get an automatic reminder before the cutoff.
How do I find someone or filter the list?
Search by name or role, or press Filter to narrow by role, experience, type or status. The list starts on Active people. Switch between blocks and a table with the toggle.
What are roles, skills and experience for?
Roles decide who can fill which slot on the roster. Skills are extra abilities such as Barista or Opening. Experience level helps the roster generator decide who to trust with busy shifts. Set roles first in Settings.
A person left. Should I delete them?
Mark them inactive first. They stop being rostered and messaged but their history stays. To remove their personal details for good, use the permanent removal on an inactive person. Their roster and hours records stay, without their name.
What are managers and access levels?
Owners and admins can change anything, including billing. Managers run the roster, requests and team. Viewers can look but not change anything. Add or change managers on the Managers and access tab.
Not here? Email cameron@opshifts.com.