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Crew Planning set up.

How to set up your teams, roles, skills, preferences, and availability for your crew planning?

Updated yesterday

Under Settings - Crew you configure all settings for planning your crew using three submenus:

  • Teams: Team functions in groups such as Hospitality, Technical, Cashier.

  • Roles: Which functions are performed.

  • Skills: Custom fields which highlight certificates or certain abilities of your crew members.

  • Preferences: Fields where you can record your crew member's information like

    dietary preferences, t-shirt sizes and more.


How do I manage teams and planning roles?

In Settings - Crew - Teams, you define the organizational structure of your venue. It is best to mirror your actual organization, such as Hospitality, Technical, or Box Office. For each team, you assign a specific planner. This is essential for communication: all shift notification emails are sent from this user's email address, and employees can reply directly to this person.

And don't forget to choose a colour so that your team is recognizable in the daily and weekly overviews!

Through Roles, you define the specific positions within those teams. Here, you establish which team a role belongs to, as well as its default start and end times. You can also specify whether a role should be shown by default when creating a new event. In the Crew - Crew members overview, a bar graph indicates exactly how many staff members are qualified for a specific role. When scheduling a shift, Stager only displays the employees who are actually capable of fulfilling that role.


How do I customize crew preferences and skills?

To add a custom preference, navigate to Settings - Crew - Preferences. There you can specify a unique label, and the field type to collect the information you want.

  • A free text field type allows you to add custom text to a field. For example, if you want to add specific crew details like any specific allergies, or their preferred name.

  • A Multiple choice - select one field type means you can add a drop down list, where only one option can be picked. For example, their t-shirt size is recorded with this field type.

  • A Multiple choice - select multiple field type allows you to record multiple options for a single preference with checkboxes. For example, the crew member's dietary preferences are recorded with this field type.

Skills provide an additional layer of information using icons. These visual markers highlight certificates or specific abilities, such as First Aid or Emergency Response. These icons appear in the Crew schedule directly next to the staff member's name. This allows you to see at a glance during the planning process who has the right qualifications for a specific shift, increasing both safety and efficiency on the floor.


How does staff availability work in Stager?

A vital part of scheduling is Availability. This allows crew members to indicate when they are available or unavailable via the mobile app up to nine months in advance. As an administrator, you control how this is applied: you can choose for each staff member whether they set their own availability or are considered "always available" by default. If the availability feature is disabled entirely, the system assumes all staff members are always available for shifts.

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