What your team can do in the staff mobile app

The staff mobile app is meant for the people who work at your shop. It has five tabs along the bottom of the screen:

• Today: how the day is going, under the title Today so far. Each card shows Checked out, Commission and Tips. A staff member sees their own figures at their location. An account tied to a location but not to a staff member sees Everyone at this location, one card per person. The figures come from Zelun, the same ones as on the web, and a note says These figures are so far today, not amount due.
• Clients: search your clients by name or phone and open one to see whether they favorited you, their recent reviews, and their active packages with their expiry. From there a staff member can press Suggest renewal to suggest renewing a package to the client.
• Portfolio: the services the staff member performs. Open one to take photos with Take photo and press Add to portfolio. Long-press a photo to remove it.
• Time off: the staff member's balance (taken, booked ahead, remaining, and sick leave separately), their own requests with a Pending, Approved or Rejected label, and a Request time off button. For the owner, the same tab also shows Requests: the location's pending requests, each with Approve and Reject. A badge on the tab counts the requests waiting.
• My jobs: the made-to-order jobs assigned to the staff member that are not delivered yet, with the job site and an Open in Maps button for directions. A job can be moved to its next step from here. The staff view never shows prices or payment amounts, only the client's name.

Money is shown in your company's currency. The currency symbol and number style follow the language of the phone.

If your Zelun plan has ended, a banner above the tabs says so, and changes are paused in the app as on the web.

The app is not yet available to download, and there is no store listing for it. This article describes what it does so far.

1. A staff account that can sign in to Zelun. Screens show a message such as Sign in to view today so far. when nobody is signed in. This version of the app has no sign-in screen of its own.
2. The account must be linked to a staff member at a location. Otherwise screens say No staff placement is linked to this account. Set staff up as described in the staff directory article.
3. For My jobs, assign the order to the staff member on the web first, from the order. Only open orders assigned to them appear.
4. The app text is in English only. Only the amounts follow the phone's language.

Check today's figures

1. Open the Today tab and read each card.
2. Press Refresh to load the latest figures. If you see Today earnings could not be loaded., check your connection and press Refresh.

Block your own time

1. On the Today tab, press Block time.
2. Choose Next 30 min, Next hour, Rest of today or Custom… and, for a custom block, the From and To times. Optionally pick a reason, which only your team sees.
3. Press Block time. The app says Time blocked. and how many booked visits stay booked. Nothing already booked moves, and clients cannot book the blocked time. You can only block your own time.

Ask for time off

1. Open Time off and press Request time off.
2. Choose the Kind: Vacation, paid time off, Sick or Unpaid.
3. Pick the First day and Last day. For a single day you can choose Morning only or Afternoon only. For several days, the first day can start in the afternoon and the last day can end in the morning.
4. Optionally add a Reason.
5. Before you send, the screen shows the company's House rules that the request would break, such as too little notice or too many people already off. They never block the request: You can still send this request. Your manager decides.
6. Press Send request. The owner is notified.
7. To take back a request that is still pending, press Withdraw request and confirm. Approved and rejected requests cannot be withdrawn in the app.

Approve or reject time off (owner)

1. In Time off, open Requests.
2. Press Approve or Reject on a request and confirm.
3. If the request breaks a house rule, the app asks Approve despite house rules? and you confirm with Approve anyway. Your acknowledgement is recorded.
4. The staff member is notified of the decision.

Work a job

1. Open My jobs and tap a job. Jobs past their due date are marked Overdue.
2. Under Job site, press Open in Maps for directions.
3. Press the Mark as button to move the job to its next step, for example from Confirmed to In production or Ready, and confirm. The client may be notified of the update.
4. If you see This job cannot advance yet because payment is outstanding., the client still owes a payment. The office handles it.

Your clients never see the app or its figures. When a job moves to its next step, the client may receive the usual update about their order.

• Treating the Today numbers as what you owe. They are so far today and can still change. Use the pay-run reports for what is actually due.
• Expecting Spanish text. The app's labels are English only.
• Looking for a job that is not assigned. My jobs shows only open orders assigned to the signed-in staff member. Delivered jobs drop off the list.
• Expecting a house-rule warning to stop a request. Warnings inform. The owner decides.
• Looking for the app in a store. It is not yet available to download.

The staff directory, pay-run reports, clients and records, time off, and quotes and orders articles cover the people, figures and records behind these screens.