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Managing Teams

How to Set up Percentage-based Wages for Teams

Overview You have the option of setting up your teams’ wages to be percentage-based (i.e. the team makes 50% of the booking’s pre-tax Price). Follow these instructions to set your account to use percentage-based wages: Step 1: Create a Percentage-based Wage Method The Wage Method for your account lets you specify which wage method to use for all of your teams at any given time. To use percentage-based wages, you have to create an Percentage wage method. After you do so, the system […]

Adding Notes to a Team’s Availability Calendar

Overview When a team needs the day off or makes changes to their schedule, Launch27 allows you to add notes so you can easily track why they had to change their schedule around. This is helpful for Staff users as they plan out booking availability and dispatching teams to bookings etc. How it Works Any Staff user may add as many notes as they like to any date or range of dates to a team’s availability calendar. It also doesn’t matter whether […]

Exclude Teams from your Schedule Availability (Team Availability mode)

Overview If you’re using Team Availability mode for your Schedule Availability, then there may be times when you have team users in the system that you don’t want counted as available to work. Examples of this could include: a new team is not ready to start a new team is shadowing more experienced teams for training you have a team supervisor that goes out to jobs with the team(s) doing the work In these situations, you may exclude these teams from your Schedule Availability so […]

Manage Team Permissions for Viewing Customer Data

Overview You can control what Customer data your Teams have permission to view. Right now, you can control whether your Teams may view a Customer’s: Email Phone when they: receive Schedule emails log into their account Default Permissions By default, Teams may NOT view the Email or Phone. How to Change Team Permissions Note: Changes you make to your Team permissions applies to ALL of your Teams. Go to People > Teams Click the Permissions button (displayed only when you’ve added […]

How to set up Team Availability

Overview Now you can track the availability of each of your Teams in Launch27 so that you know when they’re available to work. To do this, go to: Settings > People > Team Availability Choose a Team whose Availability you’d like to view/change   You may setup Default Availability   Change a team’s Default Availability   Change availability for a Specific Date   Request Time Off   Teams can also manage their own availability:   FAQs Will a Team’s availability affect my booking spots? […]

Tags – Overview

Overview Tags can be used to easily categorize or add notes to a Customer or Team profile. How to add Tags to a Customer You can add tags to a customer by: Go to Customers Click on a Customer you want to add a Tag to Type the tag into the tag field and click Enter Examples of where Customer tags are displayed: Customer Profile Customers Index Active Bookings page Cancelled Bookings Staff New/Edit Booking form Current Scheduler Charge Customers […]

How to Filter Teams

There are 3 filters: Active (default when page loads): shows only the Teams that have not been archived Archived: shows all the Teams that have been archived All: shows both active and archived Teams To Filter Teams, go to: Settings -> People -> Teams The filter is at the top of the page

How to Set up Hourly Wages for Teams

Overview You have the option of setting up your teams’ wages to be an hourly rate. Follow these instructions to set your account to use hourly wages: Step 1: Create an Hourly Wage Method The Wage Method for your account lets you specify which wage method to use for all of your teams at any given time. To use hourly wages, you have to create an Hourly Rate wage method. After you do so, the system will know to calculate your […]

How to Manage a Team’s Email Preferences

Go to Settings -> People -> Teams Click on the Team whose email preferences you’d like to change Click the Email Preferences tab Check/un-check any email you want to subscribe/unsubscribe the Team from receiving Click Save Changes  

View Team Ratings

Where's the Team Ratings Report You can view a report of all of your Team Ratings by going to Reports -> Team Ratings.   What's in the Team Ratings Report an Average Rating for each Team the Total Number of Ratings given to each Team the Total Number of Comments left for each Team the Most Recent Comment left for each Team