Do you have an event and want to make sure your staff members don’t forget about it? Automatic shift reminders can help you with that. Let’s look at how to set it.
Notification settings
These notifications can be sent via SMS or push notifications directly to the staff member's device.
Don’t forget to set the notifications for shift reminders to ON or Optional ON.
💡If you use both SMS and Push notifications, in the notification settings, turn the Smart notification ON. This way, the push notification would be preferred, and SMS would be sent only to those who are not subscribed.
How to set up the reminders
You can decide which way to use them:
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Enable them every shift.
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Having the option to enable them for some shifts.
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Automatically for every shift:
- Go to Agency settings > Staff.
- Set the automatic attendance reminders and reminders for new positions by default to YES
This way, you will ensure that for every new shift created, the shift reminders will be turned on and sent automatically
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Enabling for some shifts
- Agency settings > Staff
- Set only the Automatic attendance reminders to YES.
- When you create a shift, click on the bell icon to turn the reminders ON.
You can also enable notifications for multiple shifts in bulk from the builder.
Set the hours before and the time window
Next, you have to set how many hours before the shift starts the reminder should be sent, and the time window when the reminders will be sent. But don’t worry if your shift starts outside of the window:
In case of sending the reminders 24 hours before the shift:
If you set the beginning of the window to 7:00, the end to 19:00, and the shift begins at 6:00 > the reminder will be sent before 19:00 the day before.
If you set the beginning of the window to 7:00, the end to 19:00, and the shift starts at 20:00 > the reminder will be sent before 19:00 the day before.
Shift reminders
The staff members will receive the following message:
You can see if the message was already sent from a shift detail page
If you have multiple positions on the shift that begin differently, the shift reminders will be sent accordingly and not at once.
❗The shift reminders are sent hours before the shift begins; it doesn't take into account the beginning of a transport.