The Events page displays a list of current events by date and day, this page can be set as the default home page.
Bookings or job sheets here are known as “Events” and all bookings are displayed by the event on the main Events Page rather than by each shift (staff) on Shifts Page. Creating job sheets (events) on this page also gives you quick access to 2 additional components which are called “Equipment” and “Consumables”, which can be added or edited on the go. Using the Events Page would is most efficient if each event are entered by your office staff (as opposed to Clients making bookings online every day) and your invoices include a combination of an hourly rate for staff, consumable items and equipment hire. There are three pages within, Events, Bookings and Quote.
The events are colour coded by day, the columns are category by key:
Business: The name of the business/location that the job is booked for
From/ Until: Click the field to display a calendar and select the time frame you wish to view the events
Notes: Anything that’s entered in the “Booking Notes” text box in either Booking or Quote tab appears here.
Using the search bar, events can be narrowed down by client, date or job number or a combination of multiple search filters can be used by entering the data and clicking the “Search” button. Click the “Reset” button to reset the advanced search bar entries and bring the events to view back to today.
Creating New Event:
Click “New Event” or “Booking” which will open a small window.
Fill out the fields and click create.
This will create a new booking / Event. This will then take you to the quoting page.
‘Job No’ is automatically assigned by CrewCard this can be edited with numbers or text.
Booking Notes: Any notes related to this event can be entered here.
Staff Required: All staff requirements can be viewed and edited on this part of the page. More staff can be added by clicking “Add Staff”.
Equipment: click “Add Equipment” then enter the quantity, which will multiply the amount that’s entered under “Charge”.
Consumables: Add a description of the charge, date (optional), quantity and the charge, which will be multiplied by the quantity.
Make sure to click “Save Information” after making any changes.
Invoices can be connected to MYOB please contact email@example.com for more information. Cost applies.
To edit, double click the event to open.
To perform an advance search, use the client bar, date or job number this narrows down the jobs displayed. Click reset to return to view all.
When the event has been created double click the event to be taken to the booking page. Here, you can allocate staff, select a venue, write notes for staff and update their rates.
Tick box one or more shifts. Use the footer options to perform the following actions
Offer Message: A message will be sent to the crew about the shift.
Offer Same: If you have more than one shift with different details and you put those shifts in one offer, that is Offer Same
Offer Multi: Multiple shifts will be sent to the same crew
Confirm Shift: If you know the crew has already confirmed the shift this will not send a message to them but will confirm that they will be doing the shift
Confirm Message: This will send a confirmation message to the crew who is booked for the shift
Confirm Multi: Confirm multiple shifts the same crew can do
Lock: When a shift is locked, no one is able to make changes to the shifts details
Unlock: Unlock a shift so the shift can be edited
Export selected Shift (s): The selected shifts will export into an excel sheet
Copy Shift (s): The selected shifts will be copied
Deleted Shift (s): The selected shifts will be deleted
Message Cancel & Delete Shift (s): Delete/ cancel shift and a message will be sent to the crew member to notify them
Message Notify Staff of Change: The change in the selected shift will be sent to the crew
Make Unavailable: The shift won’t be available
Admin Lock Shift (s): This is different from the normal lock as only the admin can unlock the shift
Highlight Shift(s): Highlight the shift, this reminds you to make changes to it
Remove Shift(s) Highlighting: This removes the highlight from the