You can access the locations database via the main menu:
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- To add a new location you have 2 choices:
- Import
- Click to download the template
- Add your locations to the template
- Click on Choose file
- The column headers will auto-match
- Click on submit
- Add New
- YoUpu can now add the following information for your location
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- You have the following fields to add for the main venue information
- Type
- Select from the dropdown
- Code
- For your reference or using with our API's
- Name (mandatory)
- Add a location name here. This will be used as the location name when importing a schedule via a csv.
- Alternative name
- If the venue has an alternative name. This can also be used in the schedule csv import.
- Country (mandatory)
- Select the country from the dropdown
- This field can be used to control the visibility of questions in the reporting based on location
- Address (mandatory)
- This field will use Google Maps to find the address. Just start typing the address
- This field can be used to control the visibility of questions in the reporting based on location
- Town
- If you need to store the Town as a separate field
- This field can be used to control the visibility of questions in the reporting based on location
- City
- If you need to store the City as a separate field
- This field can be used to control the visibility of questions in the reporting based on location
- Region
- If you need to store the Region as a separate field
- This can also be used to control the visibility of questions in the reporting based on location
- Latitude
- Automatically populated from the Address field
- Can be added manually or by placing a marker on the map to the right
- Longitude
- Automatically populated from the Address field
- Can be added manually or by placing a marker on the map to the right
- Phone
- Automatically populated from the Address field
- Opening hours
- Automatically populated from the Address field
- Tags
- To categorise and search by tags
- Linked staff
- When booking staff at this location staff adding here will appear first by pressing the down in the staff search fields on the shifts page:
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- When booking staff at this location staff adding here will appear first by pressing the down in the staff search fields on the shifts page:
- Use different check-in location
Tick here if you want to add a different check-in location
- Checkin Address Search
- Add the address whereby you want staff to check in within the radius specified below
- Country
- Select the country
- Checkin point Latitude
- Enter the latitude of your different check-in point or use the map on the right to place the marker
- Checkin point Longitude
- Enter the longitude of your different check-in point or use the map on the right to place the marker
- Checkin radius (meters)
- Enter the custom check-in radius
- This will allow staff to check in with this radius of the map marker
- Note that you don't need to use a different check-in location to use this custom radius
- Checkin Address Search
- Upon pressing submit you will now have additional tabs appear to add more content:
- Contacts
- Here you can add the type, name email and phone number of multiple contacts for this location
- Venue notes
- These notes will automatically be available to staff when booked at these locations
- Notes and images
- Add notes and images and determine whether:
- Staff can view when booked at this location
- Staff can view in reporting
- Add notes and images and determine whether:
- Reporting
- All reports submitted against this location will show here
- Nearby staff
- A list of bookable staff within a 50 mile radius
- Contacts
- Type
- YoUpu can now add the following information for your location
- When the locations are added you can view them in the list
- Click on Manage to edit and update the location
- Click on Delete to remove the location
- Import
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