The way staff scheduling has been built, has as of now been with teachers in mind, but is definitely flexible enough to be used for performers and other theatre staff.
The idea behind scheduling was to both aid the internal communication of availability between the teachers and the admin, and scheduling the teacher to the product and showcasing this on the storefront.
Sending and accepting offers is a voluntary part of scheduling staff, that can ease the internal staff communication about availability, but is not necessary for the actual scheduling part.
To gather the availability of your staff, product offers must be sent out, for the staff to express whether or not they can work on the given date, time, venue.
Start by adding the users you want to collect availability from, to the offers list. Then send out offers, either individually or all at once. See the images below.
Picking users to add to list
Users added to list, before sending out offers
Offers are now sent out to staff - from here, you wait for the availability reports to come back.
When the offer is sent out from the admin’s side, it will figure on the dashboard of the user, with the option to report: Available, Partially Available or Not Available. The user can see product title, start date, events and venue, for the offered product.
User sees scheduling offers on their individual dashboard
Validate and Schedule
In this last step, comes the actual scheduling part. Here, you can choose to let the staff reported availability to inform your scheduling, or simply just schedule the staff in one step, without the previous two steps.
On the “Scheduling People” list you can, by the use of the quick actions on the right, choose to schedule a user. After clicking “schedule”, the product will appear on the scheduled user’s dashboard.
After scheduling, the users will appear at the top of the product page in the TMS under “Scheduled”. From here you can choose to add/remove the user’s image and bio from the storefront product page. By choosing which staff you want to showcase on the storefront, it makes room for scheduling teachers, visible to the customer, and scheduling bar staff, ushers, stage crew, etc. without them figuring on the storefront.
Tip! To add a user description, go to the profile page, where you can edit their description and image.
Troupe and Venue added to storefront
A little bonus following along with the release of scheduling, is showcasing both theatre venue and troupes, under the product description on the storefront.
Adding venue image and description to the product page, happens automatically when assigning the venue to the product when creating it.
This means that the venue title, description and image will appear as above, when the product is published.
ATT: If you are yet to upload a venue description and image, please do so, as the venue cannot currently be removed from the storefront.
Adding a troupe to the product page, happens when creating the product on the Product Edit page. At the bottom of the page, you choose which troupe(s) is performing at the show.
The troupe image and description will be displayed as above, when the product has been published.
Troupes is only visible on products within the “Show” category.