YesPlan

YesPlan is a popular software that works primarily within the cultural sector to schedule events. YesPlan allows you to allocate and manage all the resources required for an event and helps set up an event for you, be that performance, concerts or exhibitions.

We have collaborated with them directly to bring your event information from their site, including resource booking requests, directly into StaffSavvy. 

This allows managers to see all important information from YesPlan in the schedule creation and shift management pages of StaffSavvy. This also includes details such as cost codes, custom fields and resource bookings.

 Integration Setup

To enable this integration, go to the Integration tab within System > Configuration > Global Settings > Integrations. From here enable ‘YesPlan Integration’ under YesPlan.

You will need to know your full URL you use to access your Yesplan account. e.g. 'https://example.yesplan.be' and you will need to have created an API key for StaffSavvy to use. Enter these details and click save.

It might take a few minutes for the sync to complete and initial data be downloaded. To confirm the sync is working, go to edit a venue. You will find a YesPlan tab.  There should now be a list of YesPlan Locations shown. 

Contact StaffSavvy support if you have any issues with this integration.

Enable Event Sync

Additionally, you are able to sync your events from YesPlan into StaffSavvy. First go to System > Venues > Manage Venues. Choose the Venue you want to sync with Yesplan, then you can go to the YesPlan Configuration.

Select the locations under the YesPlan tab that you wish to match to your venue in StaffSavvy. Multiple locations can be shown on multiple venues. Once chosen, update the status filter below and choose which YesPlan event statuses you want to show. This allows you to ignore events not yet confirmed or cancelled.

The remaining settings allow you to choose what information is included on the page. 

You can adjust whether the event time will be the same as Yesplan or whether you want StaffSavvy’s events to start before and after for staffing purposes. Finally, you have display options that you are able to adjust.