Selecting the shifts and sending the booking confirmation email

Here we explain the rest of the booking process. This is the booking dialogue window you will get to from Options 1, 2 and 3

• Selecting the booking confirmation email template
  
  • If you haven't added any custom booking confirmation templates then you will only see Booking confirmation as the default template
• Select the job
  
  • If you are booking from within the shifts page then this will already be populated with the job you are booking for
  • If you are booking from the notification sidebar or via the quick staff and job search you will need to select the correct job
• Switching between roles available
  
  • Here you can switch between roles that are available on this job to book staff onto multiple shifts for the same role
  • Note that if you need to book staff onto multiple roles for the same job you will need to book them onto the other role separately
• Ability to see shifts by location or by date
  
  • Here you can change the categorisation of the shifts between Locations > Dates and Dates > Locations
• Selecting the shifts to book the staff onto​​​​​​
  • Use the toggles to the left to select the correct shifts
  • Selecting the toggle in the grey bar above (next to the location) will select all shifts with that location
  • The dot to the left denotes the staff availability from their availability calendar
• Making any adjustments to the times and rates
  • By clicking on the times and rates you can individually amend them if required before booking
    
  • By clicking on a start/finish time or change all you will see this dialogue tp amend the times
    
  • By clicking on the rates or change all you will see this dialogue to amend the rates
    
• Selecting the correct booking status
  • If a certain shift isn't confirmed as yet, ie, the staff need to confirm before you mark the shifts as booked you can change the status of the shift here to another status.
    
  • Only the status of Booked means that the shifts are booked. All other statuses leave the shift on the job market to allow staff to still apply.#
  • Press OK to continue
    
• Reviewing the booking confirmation emailing and sending
  • You are now shown the email template you are about to send. You can make any manual additions to the email here.
  • You then have 4 options
    
    • Cancel - will stop the booking
    • Skip Email - book the staff onto the shifts without sending them the confirmation email
    • Preview Email - will show you the email you are about to send in a popup window with branding
    • Send - will book the staff onto the shifts and send them the confirmation email