Change booking

  1. How to change booking details for multiple shifts for individual staff via the shift page
  2. Changing shift times for multiple shifts for individual staff via the shifts page
  3. Changing shift rates on multiple shifts for individual staff via the shifts page
  4. Changing the booking status on multiple shifts for individual staff via the shifts page
  5. How to change rates and times for multiple staff and multiple shifts in bulk via the shifts page

How to change booking details for multiple shifts for individual staff via the shift page

Changing shift times for multiple shifts for individual staff via the shifts page

  • Go to View jobs > Shifts > Options > Change booking details
  • The following dialogue will appear
  • Within the change details dialogue, you can click on the rates or change all to amend the shift times
  • You can then the following details
  • Once updated the old and new details will be shown as follows
  • Press OK
  • You will now see the communication dialogue
  • You can now communicate these changes to the staff so they can confirm the new changes
  • Press Send to send or Skip Email to skip

Changing shift rates on multiple shifts for individual staff via the shifts page

  • Within the change details dialogue, you can click on the rates or change all to amend them
  • You can then the following details
  • Once updated the old and new details will be shown as follows
  • Press OK
  • You will now see the communication dialogue
  • You can now communicate these changes to the staff so they can confirm the new changes
  • Press Send to send or Skip Email to skip

Changing the booking status on multiple shifts for individual staff via the shifts page

  • When in the Change booking details dialogue the last column represents the booking status for each shift:
  • To change the booking status:
    • Use the top dropdown above the header bar to change all shift booking statuses at once
    • Use each shift dropdown to change each shift booking status individually
  • Press OK
  • You will now see the communication dialogue
  • You can now communicate these changes to the staff so they can confirm the new changes
  • Press Send to send or Skip Email to skip

How to change rates and times for multiple staff and multiple shifts in bulk via the shifts page

  • Go to the Shifts page for the job you need to change times and rates
    • Via Jobs > View jobs > click on the Shifts button
    • Via Dashboard > Goto > Shifts
  • Apply any filters at the top of the page to narrow the list of staff to those that need their shift times and/or rates to be changed in bulk
  • Select the shifts to update the shifts times and/or rates using the checkboxes on the left
  • Go to With Selected > Change times and rates
  • You will now be presented with the following dialogue
    • Here you can
      • Change times and rates per staff by clicking on individual times and rates
      • Click Change all to
        • Change all times in the list in bulk
        • Change all rates in the list in bulk