How to Accept a Member into a Shift

This section explains how allocations staff accept a member into a shift on their behalf. A member can only be accepted after they have been appointed to that shift. Appointed members appear in the HOLD section of the Allocations screen, where the shift shows a Member Assigned status and the member’s name is listed in the Member(s) column.

Allocations – Hold – Select Member – Accept

Upon clicking Accept, you will receive a confirmation message asking you if you are sure you want to accept the member into the shift.
Select OK, the member will now be in the shift.

Confirmation Message - OK

The shift will be moved to the Finalise section of the Allocations screen and the shift status will now display as Member Accepted.
Shifts that are in the Finalise section are now ready to be Booked with the client.

Finalise – Member Accepted

Other way to accept member in a shift:

Select a shift from the Hold section that already has appointed members.
Use the checkbox to select the shift, then choose the required status from the Status drop‑down menu.
Finally, click Update Status to apply the change.

Allocation – Hold Section - Status – Update

A confirmation pop‑up will appear. Click OK to proceed.
Once confirmed, the shift moves to the Finalise section, and the member’s status updates to Member Accepted.

Finalise Section – Member Accepted

Recommend Reading: How you can accept a member from the calendar view, click here: Accept - Shift Action Bar.