You can invite crew members to fill in their availability, or invite them directly for a specific function or a shift. In this article, we explain different ways you can use the invitation feature within the Crew planner module.
Note: This article only explains how you can send invitations
in the account_circle Crew planner module. To learn how
to invite crew
members
via the Crew scheduling tab of your project, read
this article.
Note: If you want to know more about the different types of invitation that can be sent to your crew members, their differences and specificities, read this article.
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Crew members receive invitations by email and the Rentman Mobile app. Rentman directly registers the answers in the crew planner.
Send invitations to crew members all at once
When you have configured who you want to invite to different functions using click-to-invite, you can send the invitations all at once.
To send invitations:
- Click on Send ... at the top right corner of your screen and choose Email invitations. The number next to Email invitations shows the number of unsent invitations.
- Select which projects/shifts you want to send invitations for.
- Click on the expand icon expand_more to select which specific crew members you want to send the invitations to.
- Click on Next step.
- Select the invitation type.
- (Optional) Set a due date and reminder, add a message or add custom salutations and greetings. For messages, salutations and greetings you can also create/apply a template.
- (Optional) Click on Customize email to customize the information shown on the invitations. You can also change the default invite templates in settings Configuration Module.
- Send invitations.
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