How do I assign staff members from the daily manifest?

Assigning Staff directly from the Daily Manifest boosts efficiency and workforce management. 

Learn how to manually assign Staff members to sessions to improve Staff scheduling and productivity.

Read further to learn how to assign Staff members from a session, unassign Staff members from a session, notify Staff members of assignments, or find answers to frequently asked questions.

New to the Daily Manifest?  Check out the first article in this series: Daily Manifest: Introduction.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Booking > Daily Manifest
   

What more do I need to use this feature?

• Admin or restricted permissions to View all Reports (or Daily Manifest) and Export Data.
• Admin or restricted permissions to View all Reports (or Revenue) to access the Revenue Report from Insights.
• The Guest Form (Manage > Integrations > Guest Management) integration is required to collect and include Guest information within your Daily Manifest.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available is only available with our classic products version, which uses classic products (Inventory > Products).  → Learn more about products

Follow these steps to manually assign a Staff member to a session from the Daily Manifest:

1. Go to the Daily Manifest (Booking > Daily Manifest).
2. Select the + Assign button within a session card to open its drawer.
   
   
    
3. Open the Staff drop-down menu.
   
   
    

4. Place a check mark next to one or more Staff members to assign them to the session.
   
   

    

   A search field is available for searching by Staff name or email address. Place a check mark next to a Staff member(s) to select them, or click the Select # button to select all search result entries. Click the Deselect # button to uncheck all search result entries. Click the Reset button to restart your search.

    

5. Select the Confirm button to save any changes. The system updates the session drawer Staff field to show the currently assigned Staff member(s).
   
   
    

   Know the following: You can hide the + Assign button and Staff assignment drop-down menu from displaying by deselecting the Show staff assignment on calendars setting at Account > Setup > Configuration.   An assigned Staff member's name(s) displays automatically in the Assigned Staff column. We display this column by default, but you can hide it by adjusting which columns display through the Edit Columns button.

Follow these steps to manually unassign a Staff member from a session within the Daily Manifest:

1. Go to the Daily Manifest (Booking > Daily Manifest).
2. Select the + Assign button within a session card to open its drawer.
   
   
    
3. Open the Staff drop-down menu.
   
   
    

4. Uncheck one or more previously selected Staff members to unassign them from the session.
   
   
    

   A search field is available for searching by Staff name or email address. Uncheck a Staff member(s) to deselect them, or click the Deselect # button to uncheck all search result entries. Click the Reset button to restart your search.

    

5. Select the Confirm button to save any changes. The system updates the session drawer Staff field to show the currently assigned Staff member(s), if any.
   
   
    

   Know the following: You can hide the + Assign button and Staff assignment drop-down menu from displaying by deselecting the Show staff assignment on calendars setting at Account > Setup > Configuration.   An assigned Staff member's name(s) displays automatically in the Assigned Staff column. We display this column by default, but you can hide it by adjusting which columns display through the Edit Columns button.

The system automatically sends an email notification to the assigned Staff member when you reassign sessions.
 

You can confirm the Staff member's email address within the User Account area (Account > User Accounts > Staff Accounts).

Example of an assigned email

Example of an unassigned email

You cannot modify the Staff assignment email template.

Can I assign the same Staff member to multiple bookings?

• Yes, you can assign a Staff member to multiple bookings.

Who can assign a session to a Staff member?

• Only admins can assign a session to a Staff member(s).

Are Staff session assignment actions logged?

• Yes, Staff assignment/unassignment actions, including sent email notifications, are logged in the Account Activity report (Analytics > Account Activity).