Staff Run Sheets

Your staff members can receive automated run sheets that will include the schedule for a day, a week summary, and set alerts based on the booking activity. Run sheets will contain the student's name, address, phone number, and booking note.*

Security Tip

Information regarding the student can be redacted from the run sheet - the staff members permissions can be changed to accommodate your business strategy. Security settings can be changed in the staff setup menu by selecting the lock box seen below.

Open your staff menu

This is found under Setup > Staff
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From this view, you can quickly see if someone has subscribed to a run sheet or not by looking in the Runsheet column of the Staff table.

Select the staff member

To add, edit, or verify the run sheet - navigate to the desired staff member by clicking their name.

Select "Alerts" from the tab menu

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From here you are able to set your preference for email and sms correspondence with the staff member.

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