How-to and Walkthroughs

Answers to common questions about how to use MESH AI functionality

Shahram Sean Yousefi avatar Ethan Heming avatar
26 articles in this collection
Written by Shahram Sean Yousefi and Ethan Heming

Can I edit or delete a Meshage after sending it?

This articles provides information on edit, change, delete, or remove ability or possibility for a Meshage after sending or pressing send.
Shahram Sean Yousefi avatar
Written by Shahram Sean Yousefi
Updated this week

How to edit the details of a created Schedule or automate Schedule creation and publication

how to change the name or other details of a created or published Schedule or automate the Schedule creation and publication in set times
Shahram Sean Yousefi avatar
Written by Shahram Sean Yousefi
Updated over a week ago

How to get the Mesh AI notifications you want or need

Mesh AI has many ways of notifying you. You can choose which ones you want or require due to your organizational policies.
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Written by Shahram Sean Yousefi
Updated over a week ago

Publishing empty Schedules or unassigned Shifts to allow Members to pick them

Admins create a Schedule and then let Members pick the Shifts for themselves.
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Written by Shahram Sean Yousefi
Updated over a week ago

How to update to the latest mobile iOS Android apps

how you can update your mobile iOS Android apps or applications to the latest version from the Apple or Android Google app stores
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Written by Shahram Sean Yousefi
Updated over a week ago

How do I import or upload a schedule from Excel spreadsheet

Excel schedules can be imported or uploaded by admins
Ethan Heming avatar
Written by Ethan Heming
Updated over a week ago

How do I edit a job?

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Written by Ethan Heming
Updated over a week ago

How to give a regular member admin (administrative) privileges.

Shahram Sean Yousefi avatar
Written by Shahram Sean Yousefi
Updated over a week ago

How to add credit card information and view my invoices

Where and how do I add my credit card information on Mesh AI for payments and/or monthly subscriptions or view my invoices?
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Written by Shahram Sean Yousefi
Updated over a week ago

Switchboard / call center quick guide

Switchboard / call center operators have viewing access to Schedules, Requests, Member information for all the Teams within the Organization
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Written by Shahram Sean Yousefi
Updated over a week ago

How to join your Mesh AI team

New member will receive an invitation email from his/her administrator to join the team on Mesh AI.
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Written by Shahram Sean Yousefi
Updated over a week ago

How to Send a Message (Meshage) Using the Meshaging Platform

Sending Meshages, Mesh AI Messages, as a team member or administrator
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Written by Shahram Sean Yousefi
Updated this week

Change how you view your MESH AI calendar.

View your calendar in a variety of configurable formats: monthly, weekly, daily, and hourly.
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Written by Shahram Sean Yousefi
Updated over a week ago

Calendar Filters

MESH AI allows you to view your own shifts, team members' shifts, and available empty shifts.
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Written by Shahram Sean Yousefi
Updated over a week ago

How to Add A Member

How to add a Member to a team on MESH AI
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Written by Shahram Sean Yousefi
Updated over a week ago

How to track changes to published shifts.

Administrators can click on a shift to see member scheduling changes
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Written by Shahram Sean Yousefi
Updated over a week ago

How to sync your schedule to Google Calendar, iCal, and Outlook?

Sync your work schedule from MESH AI to all popular online calendar on your computer.
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Written by Shahram Sean Yousefi
Updated over a week ago

What is the difference between Deals and Shift Editing from the point of view of an Administrator?

Deals vs. Shift Editing from an Administrator's point of view
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Written by Shahram Sean Yousefi
Updated over a week ago

How to group a series of Shifts and assign them to the same Team Member

Autoschedule the same Member into multiple Shifts with the Cluster feature
Ethan Heming avatar
Written by Ethan Heming
Updated over a week ago

How to ensure that a Member gets a particular Shift when using MESH Autoscheduler?

Manually match qualified Members to a specific Job
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Written by Shahram Sean Yousefi
Updated over a week ago

How to create a new Schedule

Make a new schedule as an Administrator
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Written by Shahram Sean Yousefi
Updated over a week ago

How to print a Calendar

Print your schedule from MESH AI as an Administrator
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Written by Shahram Sean Yousefi
Updated over a week ago

How to make a Request like vacation or preference

Members and Administrators can make a requests like vacation time off or on or preferences.
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Written by Shahram Sean Yousefi
Updated over a week ago

How to swap Shifts

Members and Administrators can swap shifts and create open shifts
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Written by Shahram Sean Yousefi
Updated over a week ago

What is Playground Team?

A smart way to explore MESH AI and its features
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Written by Shahram Sean Yousefi
Updated over a week ago

What are the different ways to assign Members to Shifts in a Schedule?

Auto-schedule or manually assign Shifts
Ethan Heming avatar
Written by Ethan Heming
Updated over a week ago