Setting Global Master Level Preferences
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      2. Client Portal 2.0
      3. Setting Global Master Level Preferences

      How to set Bookings Settings?

      In the Bookings tab, you can manage and predefine the booking detail settings for the Client Portal. To define the settings:

      • Select the required settings by clicking the toggle to ‘YES’ or ‘NO’

      • The YES/NO toggle for the sub-settings will be enabled if the toggle for the parent setting is ON. In case all the sub-settings are set to OFF, the parent settings will automatically be set to OFF

      • You can reset the Bookings setting to default by clicking Reset Default

      • When all the settings are set, click the Save button

       

      Field Name

      Description

      A. Allow "Search & Appoint" available members: Show previously worked members available for a shift appointment.

      'Yes’ indicates that the client is allowed to search previously worked members for shifts. Clients can directly request/appoint members using the Client Portal or Professionals App.

      The Client Portal shows the Search Preferred Personnel in New/Edit Booking and the Professional App will show a list of professionals (i.e. been before professionals).

      • Preferred Personnel: Set the Preferred Personnel count to show in new and edit booking.

      ‘Yes’ indicates that the selected count of Preferred Personnel names are displayed in the new and edit bookings. By default value provided is ‘0' that means all the Personnel names are displayed in the new and edit bookings. 

      NOTE: The Preferred Personnel count ranges between 0 to 5.

      B. Shift Notification alert to member: Send confirmation/changes of shift details to member.

      ‘Yes’ indicates that the system allows you to send the shift confirmation details to the member for their acknowledgment. 

      WARNING: When the flag is set to 'Yes’, the child flags shown below are also activated for selection and the user can set Email Alert, Push Notification, or/and SMS Alert.

      Note that the predefined Email Alert/ Push Notification/ SMS Alert templates can be selected in the Notifications section of Masters.

      Booking1

      • Send an Email Alert including shift details.

      ‘Yes’ indicates that the system will send Email Alert to the members including shift details.

      The Email Alert to members is shared with the default Email Alert template having the User Type as 'Members’ as shown in the figure below.

      Booking2

      • Send Push notification (Please Note: if the app is not installed then the member will not receive any notification.).

      ‘Yes’ indicates that the auto-push is ON and the system will send the push notification including shift details to members.

      The Push Notification to members is shared with the default template with the Module selected as 'Allocations’ as shown in the figure below.

      You can create the customised message template using the dynamic fields listed in the Add/ Edit SMS Messaging Template.

      Booking3

      • Send Sms alert including shift details.

      ‘Yes’ indicates that the auto-SMS is ON and the system will send the SMS alert including shift details to members.

      The SMS alert to members is shared with the default template with the Module selected as 'Allocations’ as shown in the figure below.

      You can create the customised SMS Alert template using the dynamic fields listed in the Add/ Edit SMS Messaging Template.

      Booking4

      C. Shift Notification alert to Admin Staff: Send confirmation/changes of shift details to internal staff.

      ‘Yes’ indicates that the system will allow to send the booking confirmation details to the internal staff via email.

      • Send Email notification.

      ‘Yes’ indicates that the system will send an Email notification including shift details to the internal staff with the pre-defined email template for the staff defined in the Notification of the Masters.

      The Email notification to Admin Staff is shared with the default Email Template having the User Type as ‘Staff’ as shown in the figure below.

      Booking5

      D. Show Shift Value: Allow Clients to see the total estimated shift value in Bookings.

      ‘Yes’ indicates that it allows the client to view the estimated shift value (shift worth) in the Booking page of the Client Portal.

       

      E. Order no: Set Order number as mandatory in new and edit booking.

      ‘Yes’ indicates that the Order Number field will be mandatory in the new and edit booking of the Bookings in the Client Portal.

      F. Booking Notes: Set Booking notes as mandatory in New and Edit Booking.

      ‘Yes’ indicates that the Booking Notes field will be mandatory in the New and Edit Booking of the Bookings in the Client Portal.

      G. Release Shift: Allow the client the ability to release a shift.

      ‘Yes’ indicates that the client will be allowed to release a shift. In the New Booking, Release Shift: Broadcast shift to available staff toggle appears.

      H. Set Shift Cancellation rules and alert: Define the time restrictions on the Client to be able to edit or cancel the booking.

      ‘Yes’ indicates that the staff can set the Shift Cancellation rules and alert the client. Time-based and other child settings will be applicable if true. 

      WARNING: When the flag is set to 'Yes’, the child flags shown below are also activated for selection and the staff can set the time to restrict the client to cancel shift and send the shift cancellation alert to internal staff and members using email/SMS.

      Note that the predefined shift cancellation Email and SMS Alert templates can be selected for the staff and members in the Notifications section of Masters as shown in the figure below.

       

      • Restrict client to cancel shift if the shift start time remaining is “hours” hrs.

      The staff can restrict the client to cancel the shift in case the shift start time remaining is equal to the time provided in hours. 

      NOTE: The maximum hours limit should not exceed more than 24 hours.

      • Send Shift cancellation alert to internal staff.

      ‘Yes’ indicates that the system will send shift cancellation details to the internal staff.

      :black_small_square:Send Email notification.

      ‘Yes’ indicates that an email notification will be sent to the internal staff with the shift cancellation details.

      To create the customised Shift Cancellation Email template for Staff, create the template having the User Type as 'Staff’ as shown in the figure below.

      • Send Shift cancellation alert to Member.

      ‘Yes’ indicates that the system will send shift cancellation details to the member.

      :black_small_square:Send Email notification.

      ‘Yes’ indicates that an email notification will be sent to the member with the shift cancellation details.

      To create the customised Shift Cancellation Email template for Member, create the template having the User Type as 'Member’ as shown in the figure below.

       

      :black_small_square:Send SMS alert.

      ‘Yes’ indicates that an SMS alert will be sent to the member with the shift cancellation details.

      Note that the SMS alert to members is shared with the default template set with the Module selected as 'Allocations’.

      I. Access of member information to clients via Member Card: Allow Clients to view member's profiles and employment information.

      ‘Yes’ indicates that the client can view the member card and all the employment information available on the Client Portal (as shown in the figure below).

      WARNING: When the flag is set to ‘Yes’, the child flags shown below are also activated for selection and the user can view Profile Details, Member Resume, Contact Details, Qualification(s) and Expertise(s), Visa Details, and Member Documents settings.

      Set ‘Yes’/ ‘No’ for each child flag settings as per your requirements.

      1. Profile Details

      ‘Yes’ indicates that the client will be able to view the Details tab of the member.

      2. Member Resume

      ‘Yes’ indicates that the client will be able to view the Resume tab and can download the resume of the member from the member card.

      3. Contact Details (Address,
          Email Id, Phone Number, Next
          of Kin Details)

      ‘Yes’ indicates that the client will be able to view the Contact Details tab of the member.

      4. Qualification(s) and
           Expertise(s)

      ‘Yes’ indicates that the client will be able to view the Skills tab of the member.

      5. Visa Details (Including Visa
          document if any)

      ‘Yes’ indicates that the client will be able to view the Right to Work Details and Visa Documents (if any) of the member.

      6. Member Documents: View &
          Download

      ‘Yes’ indicates that the client will be able to view the Documents tab and can download the document from the member card.

      The Member Documents show the Category, and Document Description to the client. By default, documents are selected and you can select/ unselect and show/hide Document File. You can also set the default settings by clicking the Reset Default.

      J. Shift Qualification: Set a list of Qualifications to be visible to Clients in new and edit booking.

      ‘Yes’ indicates that the staff can set a list of Qualifications (all active Qualifications) that are visible to the client in the New and Edit Booking of the Bookings in the Client Portal.

      The Shift Qualification shows the selected Qualification(s) Name to the client. By default, Shift Qualification is selected and you can select/ unselect the qualification(s) by clicking the checkbox against the Qualification(s) Name. You can also set the default settings by clicking the Reset Default.

       
       

      Bookings

      :arrow_backward: Back to Global Master Level Settings