Professional Portal

Videos

1. Overview - https://vimeo.com/848594705/ae47f366e2?share=copy

2. Clients & Professionals - https://vimeo.com/683512312/4cec5f6692

3. Accessing the Client Portal - https://vimeo.com/149740368

4. How to create new booking - https://vimeo.com/149739209

5. How to View, Edit, Filter or Cancel Current Bookings - https://vimeo.com/149738651

6. How to View Booking History - https://vimeo.com/149738651

7. How to View, Edit or Add Member Requests and Restrictions - https://vimeo.com/149740599

8. How to Add Authorised Staff (Professionals) - https://vimeo.com/149740692

9. How to View/Update contact details- https://vimeo.com/149738564

10. Client Financial Overview and Features - https://vimeo.com/149738870

11. How to add performance reviews (Appraisals) of a Member - https://vimeo.com/149376434

Areas in the Portal

Home: This is your computer desktop login from any computer or tablet. It gives the same options as the Mobile. App with a more detailed overview.

New Booking: Here you can create new bookings, select Agency staff for shifts or simply submit bookings for our Allocations staff to fill.

Current Bookings: This page allows you to view, edit, or cancel any current bookings you have placed with Agency. You can also upload documents for shifts here.

Request and Restrictions: Using this page allows your staff to either request/restrict agency personnel for a particular facility or for all your facilities.

Staff Authorization: Using this page you can authorise a staff member of your facility who can place orders, select staff and view reports/invoices if you wish.

Contact Details: Using this page you can authorise a staff member of your facility who can place orders, select staff and view reports/invoices if you wish.

History: Here you can view a full history of all shifts ever ordered by your staff or by calling the agency directly. This history can also be exported to excel.

Appraisals: Here you can view a full history of all shifts ever ordered by your staff or by calling the agency directly. This history can also be exported to excel.

Financial Overview: Only available to select management staff you authorise, this page allows you to view invoices both paid and outstanding, run reports on agency shift fill times, shifts per month and by different facilities, view member dockets/timesheets, download and excel spreadsheets.

Approve Timesheets: This is where you can approve or Dispute timesheets