Creating staff profile cards - Step 1 - Setup

Created by Alex C, Modified on Mon, 22 Dec, 2025 at 7:52 PM by Alex C

Go to Staff > Profile cards
Click on Add New
Add the following details
- Visibility
  - Global - for everyone to see and use
  - Personal - for the current logged in user only
  - Mandatory
- Template
  - Select the template brand from the list
  - Mandatory
- Hide empty fields
  - If there isn't any data added to a certain question this question will not show on that profile card
  - Optional
- Display name
  - The main title displayed on the profile card set
  - Mandatory
- URL
  - Custom URL name
  - Mandatory
- Client
  - Link this profile card set to a client
  - Optional
- Client logo
  - This option will only show if a client is selected above
  - The logo will show below the display name on the profile card set
  - This will auto-populate if a logo is added to the client CRM
  - Optional
- Description
  - This can be used as an internal description
  - Tick Show this copy as the first profile card to have this description show in the first profile card as a message to your client
- Job
  - Link this profile card set to a job
  - Optional
- Background
  - Repeat background image
  - Fill background image
- Option to allow clients to register interest in staff profiles
  - This will add the following buttons to each profile card
- Options for dynamic profile cards linked to jobs
  - Show the shift locations, dates and times the staff are booked onto
    - This option will show the location, times and roles that the staff are booked onto for this job
    - Example of how it will look on the profile cards
  - Allow for 1-5 star rating of staff
    - This will allow for the rating and feedback of the staff via the profile cards
    - Ability to add an optional password to view/place ratings and feedback
    - Example of how it will look on the profile cards
    - To view these ratings and feedback go to Reports > Profile card ratings. See: Profile cards ratings
- Click Save
The following buttons and tabs will now appear