Set up in Sail Backoffice

This document will walk you thru what needs to be Set up in Sail Backoffice BEFORE you execute the sync of the integration

 

Update Employee Information

• Each employee needs a Backoffice Login setup
  
  • With a valid email address (that they can receive scheduling notification on)
  • and a password
  • They will use this to log into the Scheduling website and the App
• a Phone number is encouraged so the employee can receive text message notifications. 
  • If they do not enter the phone number here the employee will 

 

What needs to be set up before beginning

• • What needs to be update on an employee
    • In Sail (Do this before the integration, so all information will sync up)
      • Each employee is going to need an email address set up in Sail
      • Cell phone numbers
    • Skills - In Sail (Do this before the integration, so all information will sync up)
      • Create/edit the current skill levels
      • And assign a skill level to each employees Job role