SASSIE

Sessions are groups of shops that share common details.

There are quite a few ways you can reach the Session interface, but you would always get started on the main Admin Page. 

Select a client and use the Scheduler button on the top right of your screen to reach the main Scheduler Page, or simply use the Quick Jump bar!

Once on the Scheduler Main Page, there are a few options for you to take.

Clicking the Sessions button in the top bar opens the same page as the View Sessions button. To create a new session directly, use the Create Session button. 

Creating a session

Sessions are connected to Profiles, so to create a new session, you will need to have at least one profile set up.

If you don't have a profile created, or you simply want to create a new one, use the Create New Profile link. 

Otherwise, select the profile you want and click the Create Session button in the most right column to open the Scheduler Wizard.

There are overall six steps the wizard will help you through, and we will have a look at each one!

Viewing Sessions

There's quite a lot going on the Scheduler viewing page!

On the top of the page, a Create Session button has been set to allow you to easily create a new session.

The green, middle, section allows you to filter the already created sessions, based on your preferences.

The last three checkboxes ensure fine-tuning of your results:

• UnFilled Sessions are any session that has not been entirely filled.
• Incomplete Filled Sessions are any sessions that are filled, but contain shops in incomplete status or below.
• Complete Filled Sessions are any sessions that are filled, and all shops are in complete status or higher.

Once you are satisfied with your filter selection, simply use the Show Sessions button to refresh the page and see your results.

The bottom of the page lists all the sessions for the selected client, or based on any other filters you set up.

The columns that hold links opening different options in the system are the Action, Email Sent On and Profile Used columns.

Using the Send Email/Post to Job Board button in the Email Sent On column will open the shop postings page. The page will be familiar, as it is the fourth step of session creation page!

Clicking on the profile in the Profile Used column will open the settings of the profile used in this session, allowing you to update the details of it.

The Action column

The Process button will open the Process Applications page. 

In other words, a page allowing you to manage shops, locations, shoppers and so on. 

Use the Delete link if you want to delete a whole session.

A new page will open, prompting you to confirm your choice.

Hit the PROCEED button if you are certain you want to delete the session, or the CANCEL one to cancel the deletion process and keep the session intact. 

The Copy button will also open a new page, allowing you to easily create a copy of the current session with its settings.

You will be prompted to enter new dates related to the new, copied session. We advise you update the session name to something distinct and descriptive, to avoid any possible confusion for your schedulers.

 Keep in mind, only the Due Date fields are required!

The JobSlinger button open a JobSlinger Settings page.

Remember you can check the details of the fields in a different help article!

Simply hit Close and Return to cancel the process, or CREATE JobSlinger Listings if you want to proceed with it.

The Goalz button opens a Goalz interface page.