FAQs

Step 1: Access the Registration Page

From the navigation menu, click on Register to begin creating your account.

Step 2: Fill in the Required Information

Complete the registration form by providing the following details:

• Company Name
• First Name
• Last Name
• Email Address
• Phone Number (including your country code, e.g. +44)
• Password
• Confirm Password

Step 3: Accept the Terms

Review and agree to the Terms and Conditions and Privacy Policy by checking the consent box.

Step 4: Submit Your Registration

Click the Register button to complete the registration process.

Step 5: Verify Your Email

If your registration is successful, you will receive an email with an activation link and a company code. You will need this code to log in once your company account has been activated.

Step 1: Go to Account Settings

Once you’re logged in, click on Account Settings on the navigation bar.

Step 2: Locate the Timezone Field

On the Account Settings page, scroll to the Update Details section. Look for the field labeled Select your company Timezone*.

Step 3: Set the Timezone

Choose the appropriate timezone for your company based on its primary location. This setting is critical for accurate scheduling and reporting within the app.

Step 1: Go to the Login Page

On the Login page, enter your Company Code and Email Address as you normally would.

Instead of clicking Login, click the Recover Password button located just below it.

A confirmation message will appear saying:
“This will use the information typed by you in the Company Code and Email fields above.”

Step 2: Click OK to reset password

Click OK to confirm.

A new password will be sent to your registered email address shortly.

Step 1: Log in to Your Company Owner Account

First, log in using your Company Owner credentials.

Once you’re logged in, navigate to Account Settings.

Scroll down to find the Membership section.

Step 2: Click “Manage”

In the Membership section, click the MANAGE button.

This will open a pop-up window (overlay) displaying all available subscription plans.

Step 3: Choose a Plan

Browse the list of available plans.

Select the one that best suits your needs and click Subscribe.

Step 4: Complete Your Payment

After clicking Subscribe, you’ll be redirected to a secure payment form.

Choose your preferred payment method, fill in the required details, and click Pay and Subscribe.

Once your payment is successfully processed, you’ll be redirected back to your Account Settings page.

You can verify your new plan under the Membership section.

Step 1: Log in to Your Company Owner Account

Start by logging in with your Company Owner credentials.

Once logged in, go to Account Settings.

Scroll down to locate the Membership section.

Step 2: Click “Manage”

In the Membership section, click the MANAGE button.

You will be redirected to your Payment Management Dashboard.

Step 3: Cancel Your Subscription

On the dashboard, find and click the Cancel Subscription button.

You’ll be asked to select or provide a reason for canceling.

Step 1: Log in to Your Company Owner Account

Begin by logging in with your Company Owner credentials.

Once you’re logged in, navigate to Account Settings.

Scroll down until you find the Clock In Module section.

Step 2: Enable or Disable the “Clock In” Module

In the Clock In Module section, check the box labeled Enable “Clock In” module.

A confirmation popup will appear with the message: “Are you sure you want to execute this action?”

Click Yes to confirm and enable the module.

Step 1: Log in to Your Company Owner Account

Begin by logging in with your Company Owner credentials.

Once you’re logged in, navigate to Account Settings.

Scroll down until you find the Clock In Module section.

Step 2: Enable or Disable the Enforce “Clock In” Module

In the Clock In Module section, check the box labeled Enforce “Clock In” use.

A confirmation popup will appear with the message: “Are you sure you want to execute this action?”

Click Yes to confirm and enable the module.

Step 1: Log in to Your Company Owner Account

Begin by logging in with your Company Owner credentials. Once you’re logged in, navigate to Account Settings.

Scroll down until you find the Clock In Module section.

Step 2: Enable or Disable “Clock In/Out” with QR CODE

In the Clock In Module section, check the box labeled “Clock In/Out” with QR CODE.

Step 3: Generate a QR code

Once the option is enabled you should see an image with a QR code (use image for reference). Print the QR code on a sheet of paper by pressing the 🖨️ Click Here To Print button under the QR code image and place the printed code at the entrance of the workspace so it’s easily accessible to your company members to scan.

Step 4: Regenerate QR code (optional)

To generate a new QR code click on Generate button on top of the QR image. It is important to know that generating a new QR code will invalidate the old one requiring you to print the new code.

Step 1: Log in to Account

Once you’re logged in, navigate to Account Settings.

Scroll down until you find the Push Notifications section.

Step 2: Enable or Disable Push Notifications

In the Push Notifications section, select the checkbox labeled Enable Push Notifications. After enabling this option, a popup will appear with the message: “Push Notifications need to be activated every time you log in!”. You will then be prompted to grant the application permission to send notifications. Please accept this request to complete the setup.

Step 1: Log in Account

Once you’re logged in, navigate to Account Settings.

Scroll down until you find the Theme section.

Step 2: Change the theme color

From the Theme dropdown you can choose a number of predefined theme colors like: Dark, Red, Silver, Blue, Green, Purple or Pink.

Step 1: Log in to Account

Once you’re logged in, navigate to Account Settings.

Scroll down until you find the Account Details section.

Step 2: Change your details

Here you can update your First Name, Last Name, Phone, Timezone and Password. To submit the changes simply click on Update and you should be done!

Step 1: Log in to Company Owner Account

Once you’re logged in, navigate to Account Settings.

Scroll down until you find the Close and Delete Company button.

Step 2: Click the magic button

Once you click the “Close and Delete Company” button, a popup will appear with the following message: “Are you sure you want to delete this company? This action cannot be undone”. Click OK to confirm and delete the company along with its data, including members, subscription, and other related records.

Step 1: Log in to the Company Owner Account

After logging in, go to the Members section by selecting the Members link from the main navigation menu.

Step 2: Open the “New Member” Form

Scroll down until you locate the expandable “Members” accordion section. Click on New Member to open the form. Refer to the image below for guidance:

Step 3: Complete the New Member Form

Fill in all required fields in the New Member form. Required fields are marked with a red asterisk (e.g., First Name *).

Assign the appropriate role to the new member — either Worker or Admin. Then, select an existing supervisor or manager from the Assign a team leader/administrator/supervisor dropdown. This list includes the company owner and any members with Admin-level access.

Once all information is entered correctly, click Create to add the new member to the system.

Step 1: Log in to the Company Owner or Admin Account

After logging in, navigate to the Members section by clicking the Members link in the main navigation menu.

Step 2: Access the “Members List” Panel

Scroll down to find the expandable “Members” accordion section. Click on Members List to open the panel and view the list of current members.

Step 1: Log in to the Company Owner or Admin Account

After logging in, navigate to the Members section by clicking the Members link in the main navigation menu.

Step 2: Access the “Members List” Panel

Scroll down to the “Members” accordion section and click on Members List to expand the panel and view all current members.

Step 3: Select a Member

Locate the member you want to update, then click on their entry to open their profile and view the member’s details.

Step 4: Edit Member Details

After selecting a member, you will be redirected to their profile page, where you can update the following information:

• First Name
• Last Name
• Phone Number
• Role (Worker or Admin)
• Manager/Supervisor/Administrator

You can also choose to Reset Password or Delete Member from this page.

To apply changes:

1. Update the necessary fields.
2. Select Update from the Action dropdown menu.
3. Click Apply to save the changes.

To reset a member’s password:

1. Select Reset Password from the Action dropdown.
2. Click Apply. An email with a new password will be sent to the member.

To delete a member:

1. Select Delete from the Action dropdown.
2. Click Apply. The member will be removed, and a notification email will be sent.

Step 1: Log in to the Company Owner or Admin Account

After logging in, navigate to the Members section by clicking the Members link in the main navigation menu.

Step 2: Access the “Members List” Panel

Scroll down to the “Members” accordion section and click on Members List to expand the panel and view all current members.

Step 3: Select a Member

Locate the member you want to update, then click on their entry to open their profile and view the member’s details.

Step 4: Reset Member Password

To reset a member’s password:

1. Select Reset Password from the Action dropdown.
2. Click Apply. An email with a new password will be sent to the member.

Step 1: Log in to the Company Owner or Admin Account

After logging in, navigate to the Members section by clicking the Members link in the main navigation menu.

Step 2: Access the “Members List” Panel

Scroll down to the “Members” accordion section and click on Members List to expand the panel and view all current members.

Step 3: Select a Member

Locate the member you want to remove, then click on their entry to open their profile and view the member’s details.

Step 4: Delete Member

To delete a member:

1. Select Delete from the Action dropdown.
2. Click Apply. The member will be removed, and a notification email will be sent.

Step 1: Log in to the Company Owner or Admin Account

After logging in, navigate to the Members section by clicking the Members link in the main navigation menu.

Step 2: Access the “Members List” Panel

Scroll down to the “Members” accordion section and click on Members List to expand the panel and view all current members.

Step 3: Select a Member

Locate the member you want to call, then click on their entry to open their profile and view the member’s details.

Step 4: Call Member using phone number

To call a member:

1. Scroll to the bottom of the page and click CALL MEMBER. If you’re using a mobile device, this will automatically open your default phone app to place the call.

Step 1: Log in to the Company Owner Account

After logging in, navigate to the Members section by clicking the Members link in the main navigation menu.

Step 2: Access the “Members List” Panel

Scroll down to the “Members” accordion section and click on Members List to expand the panel and view all current members.

Step 3: Select a Member

Locate the member you want to update, then click on their entry to open their profile and view the member’s details.

Step 4: Change member role

Find the Role* field and from the dropdown and chose one of the following two roles Admin or Worker:

1. Select the new role.
2. Select Update from the Action dropdown menu.
3. Click Apply to save the changes.

Step 1: Log in to the Company Owner Account

After logging in, navigate to the Members section by clicking the Members link in the main navigation menu.

Step 2: Access the “Members List” Panel

Scroll down to the “Members” accordion section and click on Members List to expand the panel and view all current members.

Step 3: Select a Member

Locate the member you want to update, then click on their entry to open their profile and view the member’s details.

Step 4: Change team leader/administrator/supervisor

Find the Assign a team leader/administrator/supervisor* field and from the dropdown chose an admin if any or the company owner account.

1. Select Update from the Action dropdown menu.
2. Click Apply to save the changes.

Step 1: Log in to your Account

After logging in, navigate to the Dashboard by clicking the Dashboard link in the main menu.

Step 2: Go to your Activity Calendar

Scroll down and click on the “Activity Calendar” accordion to expand it.

Use Cases:

1. “Worker” member accounts.
   • Once your Activity Calendar is visible, click on a box representing a day (past or present).
   • A popup will appear where you can choose an action (see image for reference).
   • Click “Add Worked Hours”. Enter the number of hours in decimal format (e.g., 8.5 for 8 hours and 30 minutes). Click OK to submit.
   • Your submission must be approved by your administrator or company owner before it appears on your Activity Calendar.
   • To Update Worked Hours, hours must already be added and approved for that day. The button label will show Update Worked Hours instead of Add Worked Hours.
2. “Admin” member accounts.
   • The process to add or update hours is the same as for “Worker” accounts. However, Admins can add or update hours for members they manage. The affected member will receive a notification when their hours are updated.

Step 1: Log In to Your Company Owner or Admin Account

Once logged in, go to the Dashboard by selecting the Dashboard link from the main menu.

Step 2: Review Notifications

Scroll down and click the “Notifications” section to expand it. This area displays all relevant alerts—some may simply require you to mark them as viewed, while others (such as worked hours or holiday submissions) will require your approval.

To approve submitted worked hours, look for notifications such as: John Doe has added 8 worked hours for 2025-05-15 and is awaiting your approval. Click on the notification to open a popup window, then click Approve. Once approved, the hours will be recorded and displayed in the member’s Activity Calendar. They will also receive a notification to let them know of the approval.

To deny submitted worked hours, follow the same steps. Click the notification, open the popup, and click Deny. The member will be notified that their submission has been rejected.

Step 1: Log In to Your Account

Once logged in, go to the Dashboard by selecting the Dashboard option from the main menu.

Step 2: Access Your Activity Calendar

Scroll down and expand the “Activity Calendar” section to view your calendar.

Use Cases:

1. “Worker” Accounts
   • Once the Activity Calendar is open, click on any day (past, present, or future).
   • A popup will appear where you can select an action:
   • Select “Add Holiday”. A new window will appear where you can choose your holiday date range: Click Submit to send the holiday request for approval.
   • Your holiday will only appear on the Activity Calendar after it has been approved by an administrator or company owner.
2. “Admin” Accounts
   • The process for adding holidays is the same as for “Worker” accounts.
   • However, Admins can also create holidays on behalf of members they manage.
   • The respective team member will receive a notification once a holiday has been added for them.

Step 1: Log In to Your Account

After logging in, navigate to the Dashboard by selecting it from the main menu.

Step 2: Open Your Activity Calendar

Scroll down and expand the “Activity Calendar” section to display your calendar.

To cancel a holiday, click on any day that falls within the holiday period (not directly on the holiday event bar). A popup menu will appear with options like “Add Comment” and “Remove Holiday”. Select “Remove Holiday” to cancel it.

After the holiday is removed, your administrator will automatically receive a notification. No approval is needed for this action. The same process applies if an admin cancels a member’s holiday.

Step 1: Log In to Your Company Owner or Admin Account

Once logged in, go to the Dashboard by selecting the Dashboard link from the main menu.

Step 2: Review Notifications

Scroll down and click the “Notifications” section to expand it. This area displays all relevant alerts—some may simply require you to mark them as viewed, while others (such as worked hours or holiday submissions) will require your approval.

To approve submitted holiday requests, look for notifications such as:
John Doe has requested a holiday approval for the following period: 2025-05-13 to 2025-05-13!
Click on the notification to open a popup window, then click Approve. Once approved, the holiday will be recorded and displayed in the member’s Activity Calendar. They will also receive a notification to let them know of the approval.

To deny submitted holiday requests, follow the same steps. Click the notification, open the popup, and click Deny. The member will be notified that their submission has been rejected.

Step 1: Log In to Your Account

After logging in, go to the Dashboard by selecting it from the main menu.

Step 2: Open Your Activity Calendar

Scroll down and expand the “Activity Calendar” section. In the calendar toolbar, click the highlighted export button (refer to the image below).

This will open your file explorer. Choose a name for the export file and select the destination folder where you’d like to save it. Click Save to complete the export. Once saved, you can open the file using Microsoft Excel.

Step 1: Log In to Your Account

After logging in, navigate to the Dashboard by selecting it from the main menu.

Step 2: Open the Activity Calendar

Scroll down and expand the “Activity Calendar” section. In the toolbar above the calendar, click the highlighted refresh button (see image below).

Clicking this button will reload the calendar and display the latest events for the selected member.

Step 1: Log in to your Account

After logging in, navigate to the Dashboard by clicking the Dashboard link in the main menu.

Step 2: Go to your Activity Calendar

Scroll down and click on the “Activity Calendar” accordion to expand it.

1. Once your Activity Calendar is visible, click on a box representing a day (past, present or future).
2. A popup will appear where you can choose an action (see image for reference).
3. Click “Add Comment”.Type your comment for that day. Click OK to submit.

Step 1: Log in to Your Account

Once logged in, go to your Dashboard by selecting the Dashboard option from the main menu.

Step 2: Access the Activity Calendar

Scroll down and expand the “Activity Calendar” section by clicking on it.

1. Once the Activity Calendar is visible, locate the specific day you’re interested in. Click the Comment(s) box within that day (refer to the image below for guidance).
   
2. After clicking the comment box, a popup will appear displaying all comments associated with that day.