Platform Settings
Admin Owners have access to the platform Settings page.
To access platform Settings navigate to SETTINGS, APP SETTINGS.
Settings>App settings.
Select SETTINGS. You can change settings used throughout the platform here.
Settings>App settings>Settings.
Cancellation Policy
Cancellation Policy relates to Jobs and Crew.
Cancellation policy.
Some agencies want Crew to phone in when they are sick or can’t work a Job that they are booked on. In this case Admin would uncheck this box.
If you want to automate this process then make sure this box is checked. This will mean that Crew have the ability to cancel their booking in app.
Ticking the box.
So for example this Crew wants to cancel on this Job.
Job.
Because the cancellation box is checked the box on the Settings page then the cancellation button will appear.
Crew are asked to provide a cancellation reason before they can submit the form.
Cancel Job button.
Cancellation reason message box.
When Crew press the confirm button they will receive a message that the Primary contact for the Job has been notified.
Crew are automatically removed from the Job on the Admin Job Board.
An SMS is sent to Primary Contact of that Job.
Notifications.
Admin will receive a notification and can read the message and act accordingly.
Admin Notification.
Admin Reads Cancellation Notification Message.
Primary Contacts
Primary contacts will receive a cancellation email from Crew when Crew cancel.
Cancellation Email.
The email will contain details about the Job and the reason for the Crew’s cancellation. It will also contain a button link to the Job on the Job board.
Cancellation Email Job Details.
Click on the VIEW JOB button and you will be taken to the Job on the Job board.
The Crew will have been removed from the slot in the Job role.
Secondary Contacts
Admins can add Secondary Contacts to Boards. These contacts will receive various notifications about changes to that Board including cancellation emails.
This is useful in the case where the Primary Contact is on holiday or if for some other reason they are unable to receive Job cancellation notifications or if the SMS that’s sent to the Primary Contact is not communicated to the wider team.
Secondary Contacts will not receive a Job cancellation SMS.
Click on the board name and the popin opens.
There is a section called Notifications.
Click into the box to add who should receive an email when jobs on this board are canceled by Crew?
Any active Admins can be added here.
Adding ACTIVE Admins.
The board Primary Contact can add another Admin as a Secondary Contact for this board.
Adding a Secondary Contact.
When Crew cancels a Job, the Primary contact will receive an SMS and system message.
Both the Primary Contact and any Secondary contacts added to this board will receive an email notification containing details of the Job and a button link to the Job on the Job board.
Crew Cancellation Email.