Staff — managing your team

Managing Your Team with Staff

The Staff section lets you build and maintain your team roster, track availability and certifications, and assign the right people to the right events. It's designed for catering managers who need to coordinate staff across multiple bookings.

Adding a Staff Member

• Go to Staff in the main navigation
• Click Add Staff Member
• Fill in their Name, Role (Chef, Server, Driver, or Coordinator), and Contact Details
• Set their Pay Rate and note any relevant Certifications
• Save the record — they'll now appear in your staff roster

Setting Availability

• Open a staff member's record and locate the Availability section
• Mark the days and times they're generally available
• This helps you avoid conflicts when assigning staff to events

Assigning Staff to Events

You can assign staff from two places:

• From an event: open the event, go to the Staff tab, and select team members to add
• From the schedule: view upcoming events and drag or assign staff directly

Inviting Staff to the Portal

The Staff Portal lets your team view shifts, confirm attendance, and access event briefs from their phone — no app download required.

• Open a staff member's record
• Click Invite to Staff Portal
• They'll receive a magic link by email or SMS to access their personal portal
• From the portal, they can confirm upcoming shifts and review event details

Staff Roles

Each staff member is assigned one of the following roles, which helps with filtering and scheduling:

• Chef
• Server
• Driver
• Coordinator

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Tip: When building a quote or finalising an event, check the Schedule view to spot any staffing gaps before the event date.