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 opens on a sign-in screen and, once you are in, has up to five tabs along the bottom of the screen, always in this order: Today, the clients tab, Portfolio, Time off and My jobs. My jobs is missing when your company hides the orders section. The tab names and the screen texts follow the language of the phone. The clients tab and the words for clients and services follow your business type, so a clinic sees Patients and appointment types. The business type article explains it.

• Today: how the day is going, under the title Today so far. A staff member also sees Your appointments today (or Your sessions today for a tutor): each card has the time, client, service and the summary's top line; tapping one opens the patient summary. Below that, each earnings card shows Checked out, Commission and Tips. An account tied to a location but not to a staff member sees Everyone at this location, one card per person, with no day list. 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.
• To collect, below the summary on Today: today's appointments that are not collected yet, for whoever opened the app (or the whole team for the owner). Tapping one opens Collect, with what is charged, the tip if the location offers one, and three ways to finish: Collect with the phone, Cash or Other method. A team member collects only if the owner turned on Collecting from the team app. The Tap to Pay article explains it.
• Clients (the tab says Patients, Students and so on, depending on your business type): opens on Mine (people you have treated), with All when you search the company by name or phone (including a caregiver). 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. At the top of the client screen is the notes section, with the notes that person may read and an Add note button.
• 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. If the Terms of Service were updated, another banner says so: the owner can read and accept them with Review terms, and other staff need to ask the owner.

If the phone has no connection, a banner under the title says You're offline. Showing what we last loaded. with a Retry button. What you see is what was last loaded, and actions that need a connection ask you to reconnect first.

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, with its email and password. Someone without an account creates one when they accept the owner's invitation, from the link they receive, which opens the You're invited to screen for your business in the app. When nobody is signed in, the app opens on the Staff sign in screen.
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 whole app follows the phone's language, in Spanish or English. This article quotes the English texts.

Accept an invitation

1. Open the invitation link on the phone. If the app is installed it opens on the invitation. If not, it opens in the browser with the same steps.
2. Press Create account or I already have an account, type your email and password and press Create account and sign in. When you create the account, type the code that arrives by email.
3. The app links your account to your profile and confirms it. If the invitation expired or was revoked, the screen says so and you need to ask whoever invited you for a new one.

Invite someone from the app (owner only)

1. On Today, press Invite. Only the owner sees this button.
2. Type Name and Title, choose By email or By phone and type the detail.
3. Press Send invitation. With a phone number, press Continue and share, then Share on WhatsApp or Send by SMS. No credit is charged.
4. If your plan is full, the app creates nothing and shows a plan-limit card with the plan you need and its price. Changing plans is done in the web app; in the app press Not now.

Sign in

1. Open the app. On Staff sign in, type your Email and Password and press Sign in.
2. If your account asks for one more step, the app asks for a 6-digit code, sent to your email or shown in your authenticator app. Type it and press Verify and sign in.
3. If you see This account needs another step. Finish signing in on the web, then try again., sign in on the web first. If you see We couldn't sign you in. Check your email and password., check what you typed.

Allow notifications

1. The first time you sign in, a screen titled Get your updates here, at no cost explains what you will receive. Press Turn on notifications, then allow them when your phone asks. Press Not now to decide later.
2. Once notifications are on, your phone is registered, and you receive the bookings and other updates meant for you. If you turned them off in the phone's settings, turn them back on there.

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.

Read and add a client's notes

1. Open the clients tab and tap a client. The notes section at the top is titled with your business type's word for notes (for example Clinical notes).
2. You see the notes you may read. Yours say You. If your business has restricted notes, colleagues' restricted notes show as Clinical note · restricted, with no text.
3. Press Add note. Visit you treated lists only visits you treated in the last 90 days.
4. Write the note and press Save note. A saved note is not edited: to correct it, add another one to the same visit.
5. If there is no connection or the note is refused, the app says The note could not be saved., the reason, and Your text is still here. Press Retry once it is sorted out.

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.
• Not seeing the My jobs tab. If your company hides the orders section, the tab does not appear.
• Trying to change plans from the app. With a full plan the app only tells you; the change is made on the web.
• 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 a colleague's visit when adding a note. The app lists only visits you treated in the last 90 days.
• Looking for the app in a store. It is not yet available to download.
• Pressing Not now and then expecting a push. Without notifications turned on, the phone is not registered and no booking or other update reaches it.

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.