Tutorials for the Clipboard Mobile App

For an overview of the mobile app, see the Clipboard Mobile App Guide. For the desktop version, see Tutorials for the Clipboard desktop app.

Logging In With Sign-in Link

1. Enter your email address and password.
2. Tap the Get Sign-in Link button to proceed.
3. Open the email from Clipboard.

4. Tap Log In to access your account.

   

Logging In With Email and Password

1. Select Sign in with email & password to proceed to login.

2. Enter your email address and password.

   NOTE: If you haven't set a password yet or don't remember it, tap the Forgot your password? button to reset it.

3. Tap Sign In to access your account.

   

    

Posting Shifts

1. Locate the date and shift time slot where coverage is needed.
2. Tap the Plus (+) button under the required worker type.
3. Set the number of shifts needed.
4. Select Post to publish the shift to the marketplace

Posting Shifts for a New Worker Type

1. Locate the date and shift time slot where coverage is needed.
2. Tap the + Post a new shift type button.
3. Choose the worker type needed.
4. Set the number of shifts needed.
5. Select Post to publish the shift to the marketplace

Sending a Shift Invite

1. Locate the date and shift time slot where coverage is needed.
2. Tap the Plus (+) button under the required worker type.

3. Select the Invite option.

   NOTE: If the shift starts in less than 3 hours, you can select Extend Bookability when sending the invite to keep the shift bookable past the start time in case the invite is declined or expires and it returns to the open market.
4. Search for the worker by name or select them from your recent professionals.

5. Use the pencil icon to adjust the shift hours or increase the charge rate.

   NOTE: You must be an Admin or Staffing Coordinator with Can edit shift rate permissions to increase the charge rate.
6. Leave the If not accepted, post as open shift box selected to automatically publish the shift to the marketplace if the invite is declined or expires. Untick the checkbox if you do not want an open shift.
7. Tap Send Invite.

Increasing the Charge Rate for an Unbooked Shift

1. Locate the shift by date and time slot.
2. Tap the shift to open the details panel.

3. Tap Boost Rate to adjust it.

   NOTE: You must be an Admin or Staffing Coordinator with Can edit shift rate permissions to increase the charge rate.
4. Tap the Plus (+) or Minus (-) button to change the charge rate.
5. Select Save to confirm the changes. 

Deleting Unfilled Shifts

1. Navigate to the date and time slot of the shift you want to remove.
2. Select the open shift you want to remove.
3. Tap Remove Shift at the bottom of the shift details panel.
4. In the Remove unfilled shift confirmation window, review the shift details to confirm you are removing the correct unfilled shift.
5. Tap Remove shift to confirm.

Deleting Booked Shifts

1. Navigate to the date and time slot of the shift you want to remove.
2. Select the booked shift you want to remove.
3. Tap Cancel Shift at the bottom of the shift details panel.
4. Complete the Cancel filled shift form. You can send a note directly to the worker.
5. If the cancellation falls within your workplace's late cancellation window, confirm any applicable marketplace fees by checking the confirmation box.
6. Select Cancel shift to confirm.

Deleting Booked Shift When an Unbooked Shift Exists

1. Navigate to the date and time slot of the shift you want to remove.
2. Select the booked shift you want to remove.
3. Tap Cancel Shift at the bottom of the shift details panel.

4. If an open shift exists in the same time slot, a pop-up presents the following options:

   • Cancel Unbooked Shift — cancels the open shift instead; the booked shift you selected remains unchanged 

     • Select Cancel unbooked shift to confirm

   • DNR Worker — removes the worker from this shift while keeping the shift open for another worker to book. Only available to users with Add DNR permission. 

     • Click DNR Worker to proceed. 

     • Complete the Add to Do Not Return list form. 

     • Click Do Not Return to confirm. 

   • Cancel Worker and Shift — cancels the shift

     1. Click Cancel Worker and shift to proceed.
     2. Complete the Cancel filled shift form. You can send a note directly to the worker.
     3. If the cancellation falls within your workplace's late cancellation window, confirm any applicable marketplace fees by checking the confirmation box.
     4. Select cancel shift to confirm.

Editing Times for an Open Shift

1. Navigate to the date and time slot of the shift you want to remove.
2. Select the open shift you want to edit.
3. Tap the pencil icon next to the scheduled hours.
4. Adjust the start and end time as needed.
5. Tap Save to confirm the changes.

Viewing Shift Details

1. Navigate to the date and time slot of the shift you want to remove.
2. Tap on the shift card to view the details.
3. Select the arrow next to the fill status card to see more details.
4. Tap the Shift Logs button at the bottom of the panel to see changes made to the shift.

Chatting with a Worker

1. Navigate to the shift date for the worker you want to contact.
2. Tap on the shift card to open the details panel.
3. Select the Chat button to message the worker.
4. Type the message and tap the Send button

Viewing Worker Documents

1. Navigate to the shift date for the worker you want to review.
2. Tap on the shift card to open the details panel.
3. Select View next to Documents to review the worker’s documents.
4. A Documents tab will open up.
5. Select the document you want to review.

Still Have Questions?

If you need help navigating the app or have questions about any feature, contact support:

• Call the 24/7 Support line at 408-837-0116
• Submit the Workplace Support Request form