BookingLive: Online Booking System

Assign Staff to Schedules

Overview

This page is useful for assigning staff (instructors etc) to schedules. 

 

Setup your staff

  1. Go to the STAFFING module
  2. Click on STAFF MEMBER
  3. Click on CREATE STAFF MEMBER
  4. Enter all the information including optional information: attributes (First Aid, Mini Bus Licence) and assesments (qualifications etc)
  5. Click the ADD button (bottom right).
 

 

Setup staff attribute items 

Staff Attribute Item is the individual skill/attribute that a member of staff has accumulated that can be of use.
  1. Go to the STAFFING module and select the drop down 
  2. Click on "Staff attribute item"
  3. Click on "Create Staff attribute item"
  4. Enter the information required 

 

Setup Staff Attribute Sets 

Group of staff relating to an activity that have the same permissions/skillset
  1. Go to the STAFFING module and select the drop down 
  2. Click on "Staff attribute set"
  3. Click on "Create Staff attribute set "
  4. Enter the information onscreen and remember to attach the activity using the dropdown 

 

Setup the Roles

You will need to enter the roles they are responsible for such as instructor, staff co-ordinator etc.

  1. Go to the "STAFFING" module
  2. Click on "Staff Role"
  3. Click on "Create Staff Role"
  4. Add all the information about the staff role
 

  

Add the Staff Member to a SCHEDULE

Ensure the schedule has the following selected:

  1. Go to the "ADMIN" module
  2. Click on "Schedule"
  3. Then click on the schedule you want to add the staff member to
  4. Under the Staff Group Member tab you can select the specific staff member(s) who will operate this schedule.
 
 
Click on Add Staff Member, select the name from the drop down, add their Role and save.

Note: Staff Groups are obsolete on recent BookingLive systems, but will continue to work and be supported on systems that already have them set up.

What to do next?

Give your staff a login