Help for admins

Setting Pair up and changing settings.

Guides for you

  • General settings (Settings): Your organisation's details, logo, region, email sending, sign-in rules and storage. Every app reads these.
  • Access levels (Settings): Access levels decide what each member can see and change in every app.
  • People settings (Settings): Departments, job titles, employee profiles, time off, benefits and bank details.
  • Letting workers cancel a shift (Pair app and kiosk): Choose whether workers can cancel a confirmed shift from the app.
  • CRM settings (CRM): Fields, pipeline stages, products, invoicing and consent.
  • Task templates (Tasks): Set up each kind of project once, so its tasks, owners and deadlines are created for you.
  • Tasks settings (Tasks)
  • Connect Stripe (Booking): Connect Stripe to take payments online. Stripe handles card payments, checks and payouts to your bank.
  • Add a resource (Booking): A resource is where a booking takes place. You need at least one before you add products.
  • Add a product (Booking): A product is what customers book: what it is, how long it lasts, what it costs and where it happens.
  • Discount codes (Booking): Give customers a code that takes money off their booking.
  • Stock items (Booking): Sell items alongside bookings, such as T-shirts or extras, and keep track of how many you have.
  • Make a checkout (Booking): A checkout is the page where customers find your products, book and pay. Each one has its own link to share.
  • Tracking bookings with Google Analytics (Booking): Send your booking page's visits, checkouts and bookings to your own Google Analytics 4 property, and only to yours.
  • Booking settings (Booking)
  • Setting up your assistant (Support): Support is an assistant that answers your customers' questions on your website, any time.
  • Teaching your assistant (Support): The assistant answers from what you give it.
  • Channels and languages (Support)
  • Branded portals for your customers (LMS): Give a customer their own branded portal, so they can train their own staff on your courses. You keep ownership of the content.
  • Getting started with Staffing (Staffing): Set these up first, in this order. Every shift depends on them.
  • Staffing settings (Staffing)
  • Pipeline stages (Apply): Set the stages candidates move through, and what each stage sends when someone arrives.
  • Candidate emails (Apply): Write the emails candidates get at each step, once, and reuse them.
  • Field mapping (Apply): Choose which answers fill which staff profile fields when someone is hired, so nobody types them in twice.
  • Work types (Time tracking): The list everyone picks from on the timesheet, so you can see where your hours go.
  • Equipment settings (Equipment)
  • Getting started with Accident Book (Accident Book): Record accidents, incidents and near misses, and make sure someone follows each one up.
  • Accident Book settings (Accident Book)
  • Setting up types and approvals (Hardware and Software): Set up types and approvals before you add anything.

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