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Releventful for Your Team Tutorial
Naomi Sherman avatar
Written by Naomi Sherman
Updated over a week ago

Transcript

To better understand how your team members will utilize Releventful and the mobile app, we encourage you to read our help article titled, “Mobile App for Your Team'' that can be found at help.releventful.com. You can share this article directly with your team to walk them through what to expect when logging into the app for the first time, how to manage their schedule and how to clock in and out for their shifts.

If you have not already watched our “Employee Scheduling” tutorial, we encourage you to watch that tutorial first, as you will learn how to schedule your team members for events in the system. In this tutorial, we will walk through how your employees will utilize the mobile app and how Releventful can assist you during your events.

Day of Event

If you have enabled the Geofenced clock-in feature, the event location will need to be precise for this feature to work properly and for your scheduled team members to be able to clock in and out for their shift.

If you have required your team members to be onsite in order to clock in for their shift, your employees will need to enable the mobile app to see their location in order for the Geofenced clock-in feature to allow them to clock in when they arrive at the event site.

Releventful does not collect, harvest, or sell your location information. We only use it to provide intelligent clock in and clock out reminders and to provide you as the manager with the location and time when the team members clocked into their shift.

All active scheduling requests for the day will be listed at the top of the scheduling screen.

To clock into an event, tap on the Clock In button. When it's time for you to clock out, tap the Clock Out button.

You can see who is actively clocking in and out and who might be missing from the mobile app.

Event To-Dos

You can assign event to-dos to your employees in the same way you assign event to-dos to your clients. For more information on how to assign to-do items to your employees, please refer to our “event to-dos” tutorial at help.releventful.com.

Your team members can access their event to-dos directly from the mobile app and will resemble the same look and feel as I am showcasing here today. They can click into each of the to-do items they are assigned as shown in the image here.

We hope that this tutorial has been helpful in outlining how your employees will utilize Releventful. For more information and additional resources, please visit help.releventful.com.

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