< Hide Teams, Show Backup Sitters < Teams Mode
TEAMS mode
When “Hide teams, show backup sitters” is NOT selected, the Sitters nav tab is hidden from the client record and the Teams nav tab is reinstated.
The Teams option enables you to create pre-defined “teams” of sitters that can easily be associated to a client record. Additional access rights can then (optionally) be granted to members of the team.
ON DESKTOP:
Navigate to Admin > Settings > Staff Access > Hide teams, show backup sitters
STEP 1
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Toggle the switch to OFF to use Teams Mode.
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Click "Update".
STEP 2
Navigate to Admin > Teams
With Teams mode enabled, you can create as many teams as you like and then assign the appropriate sitters to each team. Teams can then be assigned to clients, which effectively assigns the members of the team to the client record.
Sitters can belong to one or more teams.
Additional access rights can be (optionally) granted to members of the team.
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To view or edit the members of a team, click on the team name.
STEP 3
From this screen you can:
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edit the team name.
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edit the team description.
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add a new member to the team.
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remove a member of the team.
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delete a team.
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Click "Update" to save any changes.
STEP 4
Navigate to Clients > Client Admin > Settings > Staff Team
You can now assign a Team to the client record.
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Select the "Staff Team" name from the drop down list.
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Click "Update".
STEP 5
Navigate to Clients > Orders
When scheduling services, Staff assigned to the Teams nav tab appear under the "Team' heading in the staff drop down list. This makes it easier to select approved sitters for scheduling.
ON MOBILE:
STEP 1
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Tap the Navigator, and select Admin > Settings > Staff Access > Hide teams, show backup sitters
In the PC / MAC staff interface a new CLIENTS tab appears providing access to view all client data.
STEP 2
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Toggle the switch to OFF to use Teams Mode.
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Click "Update".
STEP 3
Navigate to Admin > Teams
With Teams mode enabled, you can now assign particular teams to client records.
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To view the Teams screen, navigate to Admin > Teams.
STEP 4
With Teams mode enabled, you can create as many teams as you like and then assign the appropriate sitters to each team. Teams can then be assigned to clients, which effectively assigns the members of the team to the client record.
Sitters can belong to one or more teams.
Additional access rights can be (optionally) granted to members of the team.
-
To view or edit the members of a team, tap on the team name.
STEP 5
From this screen you can:
-
edit the team name.
-
edit the team description.
-
add a new member to the team.
-
remove a member of the team.
-
delete a team.
-
Tap "Update" to save any changes.
STEP 6
Navigate to Clients > Client Admin > Settings > Staff Team
With Teams mode enabled, you can now assign particular teams to client records.
-
To assign teams to the client record, navigate to Clients > Client Admin > Settings > Staff Team.
STEP 7
You can now assign a Team to the client record.
-
Select the "Staff Team" name from the drop down list.
-
Tap "Update".
STEP 8
Navigate to Clients > Orders
When scheduling services, Staff assigned to the Teams nav tab appear under the "Team' heading in the staff drop down list. This makes it easier to select approved sitters for scheduling.
