Book with partner

Created by Alex C, Modified on Mon, 22 Dec, 2025 at 7:46 PM by Alex C

This allows you to book shifts in your system that need to be booked via a partner or sister agency, thus keeping the system tidy and:

  • Removing the need for this shift to remain empty and therefore not show the job as fully booked even though it is
  • Removing the need to possibly have to book this with a 'placeholder' or 'dummy' staff profile
  • Removing this shift from any calculations in any reports
  • Removing this shift from appearing in any payroll downloads

To book a shift with a partner

  • Go to Options > Book with partner
  • You will then be presented to add the Partner name
    • If you have used the name before it will appear as you type
    • Press OK
  • When the shift is booked with a partner the shift will appear like this
    • You can change the partner name by clicking don't on the company name in brackets
  • You can undo this action by selecting Options > Unbook with partner

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