Adding and removing crew
Last updated: February 22, 2022
Managing crew in FareHarbor allows you to assign users to your availabilities, with an optional role or note. This way, for example, you can track which staff members have been scheduled for which activities, and what their responsibilities are. Users added as crew members can also receive email notifications for the availabilities they’ve been assigned to.
Crew can be added or removed for a single availability or for multiple availabilities at once.
Updating crew for a single availability
Adding crew
Note: Crew members must first be added as users in your Dashboard before you can assign them to an availability.
- Find and open the desired availability.
- Open the Crew menu (look for the
icon). - Click Add crew member.
- Choose a user.
- Optional: choose a role or add a note.
Click Add.
The crew member will automatically be assigned to the availability.
Removing crew
- Find and open the desired availability.
- Click on the Crew menu.
- Click the Edit
icon next to the crew member you wish to remove. - Click the Delete button.
Click OK when asked if you want to Delete the crew member.
Updating crew for multiple availabilities at once
You can use the availability updater to change crew on many availabilities at once. If you’re only changing crew for a few specific availabilities, it may be easier to do them one at a time as described above.
Adding crew
Go to the Bookings section of your Dashboard.
From the toolbar, open the Advanced menu and select Update availabilities (Note: to access the updater from a specific item, follow these steps instead).
In the first section of the updater (under Add & Remove), select Crew members.
In the second section, select which availabilities to update by adjusting the date range and items. If needed, you can also narrow down availabilities using filters. Read more about these options..
At the top of the third section, click Add.
Choose the user you want to add as a crew member.
Optional: Choose a role and add a note.
Click Preview changes to confirm the number of availabilities that will be changed.
Click Complete update.
Removing crew
To remove a crew member from multiple availabilities, follow the steps above but select Remove during step 5.
When choosing which crew member to remove, you can optionally choose a role. For example, if the crew member is assigned as a Leader on some availabilities and an Assistant on others, you can choose to only remove them from availabilities on which they are assigned as an Assistant.
Notes
- During the Preview changes step, you’ll see a message telling you how many availabilities will be changed. If no availabilities will be affected, double check that you’ve selected the correct options, make any needed adjustments, then click the Preview button again.
- Crew subscribed to the “when added or removed as crew” notification will not receive this notification if they are added or removed on an availability through the availability updater.
Who can update crew assignments?
By default, anyone who is an Admin, Owner, Director, Manager, or Reservationist can create and edit crew assignments. Guides can create and edit crew assignments only for themselves. Learn more about user permissions.