How-to and Walkthroughs

Answers to common questions about how to use MESH AI functionality

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

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.

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Written by Shahram Sean Yousefi
Updated over a week ago

Credit Card Info

How to enter your credit card info on MESH AI
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Written by Ethan Heming
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 Using the MESHaging Platform

Sending Messages as a team member or administrator
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Written by Shahram Sean Yousefi
Updated over a week ago

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
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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 turn off notifications on your phone

iOS and Android users have the option to turn off/on notifications from MESH AI
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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

Members and Administrators can make a request
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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
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Written by Ethan Heming
Updated over a week ago