Adding a shift note

  1. Why would I need to add a shift note and how does it work?
  2. How to add a shift note

Why would I need to add a shift note and how does it work?

You would add notes that relate to the shift only. For example, whilst trying to book staff, you might add such notes as:

  • Already called Jim and Tom to see if they are free for this shift. Don't call them again
  • Left message for Jane, need to call her back.

A shift note will be added to the shift and not to the staff, so whilst hey can be about the staff booked onto the shift, they will not show up on the staff profile. The shift notes will only show against the shifts in locations/shifts.

How to add a shift note

To add a shift note:

  • Go to Campaigns > Locations/Shifts
  • Go to Options > Add a shift note:
  • A popup dialogue will appear to add the note:
  • Press OK, and the shift note icon will change to yellow to indicate a note has been added: