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Staff schedule and My schedule

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Rentals › Staff schedule is a board of the day or week: who works which job, and what is still missing. Your staff see their own jobs on their phone under My Account › My schedule.

The staff schedule #

  • Today, Previous, Next, and Day or Week to move around.
  • Location and Skill narrow the rows.
  • The Unassigned column holds the jobs that still need someone (“needs Guide 1/2”).
  • Each staff member and resource has a row with their jobs, time off and blocked time.

To assign someone, drag a job onto their row, or open the job and click Assign next to a suggested name (“free from 9:00”). Drag a job between rows to hand it over, or onto Unassigned to take someone off. Arrow keys move between jobs and Enter opens one.

When someone can’t take a job, the board says why: busy with another job, off, blocked, rented out, outside working hours, missing the skill, certificate expired, works at another location, over the daily maximum, or too few seats. A dispatcher can still Assign anyway with a reason.

Auto-fill day and Auto-fill week suggest who takes each job still missing someone. Check the list and click Apply. Print day prints a day sheet.

Two people can use the board at once: changes made by someone else show up with “Changed by … just now”.

Who can do what #

CapabilityWhat it allows
sibooking_manage_staffEdit staff, skills, resources, hours and time off.
sibooking_dispatchAssign anyone, Assign anyway past a clash, and Auto-fill.
sibooking_view_scheduleSee the board, the departures and the lists, change nothing.
sibooking_own_scheduleSee their own jobs only, on My Account › My schedule.

Administrators and shop managers have all four. Managing or dispatching includes viewing. Give a guide or driver the Rental staff role: they can sign in and see their own schedule, nothing else, and they land on My schedule instead of the dashboard. Any other user linked to a staff profile (Signs in as) sees their own schedule too.

My schedule (for your staff) #

Staff open My Account › My schedule on their phone.

  • Today, Tomorrow and Next 7 days.
  • Each job shows Your time, Where (with a map link), the Role, the Customer‘s first name and Phone, the Party and the Pickup.
  • Check in when they start, and Add a note for the office.
  • With Staff confirm their jobs on, a new job shows Waiting for your answer with Accept and Decline. Declining asks “Why can’t you take this job? Your manager sees the reason.”
  • Scan a ticket checks a tour booking in from its QR code (see Manifest, check-in and QR tickets), and a departure’s card opens its Manifest & check-in.

Staff see only their own jobs. A user who isn’t linked to a staff profile yet is asked to ask their manager to link it.