I'm generating shifts. What are all of the field options?

I'm generating shifts. What are all of the field options?

Remember that each individual shift or batch of shifts must be linked to an opportunity!
If you will be creating batches of shifts, it is worth it to create shift templates! Learn more​

What are the mandatory fields?
  1. Single Date or Date Range
    1. If the Date Range option is being used, you must select a start date, end date, and select days of the week that the batch of shifts will repeat on
  2. Time slot
    1. You can add multiple time slots per batch
    2. Each time slot can have the "Flexble" option: This allows users to reserve an arrival and departure time within the time slot range, with a minimum duration criteria. For example, the time slot is from 9:00am - 4:00pm, but a user can any time in between so long as it's minimum 1 hour.
  3. Max. # of spots
    1. Each time slot will have it's maximum number of available spots
    2. Every time a user or offline profile is assigned to a shift, the number of available spots diminishes
    3. When there are 0 spots available, the shift is no longer visible by users


By default, the shift title and location is linked to the opportunity's title and location, and there is no description!

What are the optional fields?
  1. Add a custom shift title
    1. This will overwrite the opportunity's title as the main title for the shift, but the opportunity and category title will still be shown to the user when reserving the shift
  2. Add a custom shift description
    1. Include any details about the shift: task descriptions, reminders, etc.
  3. Add a custom shift location
    1. This will overwrite the opportunity's default location for the shift, and the opportunity's location will not be show to the user when reserving the shift


What are the custom field visibility settings?
  1. Show shift title to users
    1. If private, the opportunity title will be shown instead
  2. Shift shift description to users
  3. Show shift location to users
  4. Show full attendees list
    1. Let users see who else is attending a specific shift
  5. Show other attendees reservation status to users
    1. Let users see who else is reserved, confirmed attendance, and checked-in.
Each visibility setting has the option of:
  1. Visible before reservation
  2. Visible after reservations
  3. Private (admins only)



What are advanced reservation restrictions?
    By default, a user who is approved for an opportunity can view and reserve any shift that's linked to the opportunity.

    When generating shifts, you can limit the accessibility for users to view and reserve specific individual or batches of shifts by setting a condition based on assigned profile tags in the database.

    Choose one of the conditions below and then select the tags that apply:
    1. At least 1
    2. All
    3. None

    An example where this would apply:

    You have an opportunity titled Driver. Every driver must have a valid driver's license, and you don't want to unassign people from the driver opportunity when they're driver's license expires. Therefore, you set a condition where only users who have the profile tag titled Valid Driver's License can view and reserve shifts that are linked to the Driver opportunity.