Help Centre

Setting Up Staff Roles

Before adding staff to quotes, you need to set up staff roles and rates:

1. Navigate to Settings and select Staff
2. Add staff positions (e.g., Chef, Waiter, Bartender, Event Manager)
3. Set hourly rates for each position
4. Save your staff configuration

Including Staff in Quotes

When creating or editing a quote for a staffed event:

1. Select the quote type as "Staffed event" or "Staffed event with deliveries"
2. Navigate to the Staff section of the quote
3. Add staff members by selecting their role
4. Specify the number of staff needed for each role
5. Enter the hours required (start and end times or total hours)
6. The system will automatically calculate the total staff cost

Benefits of Including Staff in Quotes

• Provides customers with a clear indication of total event costs
• Helps with staff roster planning and scheduling
• Ensures accurate pricing and profitability
• Creates transparency in your pricing structure

Event Staff Rosters

Once a quote is accepted, the staff requirements automatically feed into your event roster system, making it easy to:

• Assign specific staff members to events
• Track staff availability and schedules
• Manage staff costs and hours
• Generate staff briefing documents