Skip to main content

Editing Shifts and Bookings

On the project page, there are ways for you to easily edit multiple shifts or multiple bookings at once.

Selecting Multiple Shifts

Selecting several shifts allows you to assign staff to the selected shifts and to cancel them at once.

  • To select all shifts on the project page, double click on one shift
  • To select specific shifts on the project page, press Ctrl (Windows) or Command (macOS) and select the shifts you wish to edit as shown below

select_multiple_shifts.png

Selecting Multiple Bookings

Selecting multiple bookings allows you to cancel multiple bookings at once.

  • To select all of one staff’s bookings in a project, double click on one of their bookings as shown below
  • To select specific bookings, press Ctrl (Windows) or Command (macOS) and select the bookings you wish to edit

select_multiple_bookings.png

Editing Shifts

Workstaff allows you edit, repeat and delete your shifts, even after you have booked staff. Select the shift you wish to edit and follow the following instructions:

  1. Editing a Shift: Click on the Edit button in order to modify the label, the planned time and the number of staff needed for the shift.
  2. Repeating a shift: Click on the Repeat button, choose the date you wish to copy the shift on. Note that if you have already booked staff on that shift, they will be copied with the shift.
  3. Cancelling a shift: Click on the Cancel button.

editing-shift.png

Editing Bookings

Select the booking you wish to edit by clicking on the name of one of the people you have booked and follow the following instructions:

  1. Editing a Booking: Click on the Edit button in order to modify the schedule for this specific booking. Provide a detailed schedule for each staff.
  2. Swapping Staff on a Booking: Click on the Swap button after selection the booking, and select the person you wish to place the booked staff member with.
  3. Cancelling a Booking: Click on the Cancel button and the booking will be vacant and ready to be filled with another staff member.

editing-booking.png