Qualifications

Video Guide

In this article we are going to go over adding, editing, and removing qualifications groups. To start we need to navigate to the Qualifications page. To get here simply click on the setup option in the left side navigation menu and then on the qualifications item from the drop down menu.

Here you will see any existing groups and the add a qualifications group button.

To add a qualification group click the plus button at the top of the page, this will add a new qualification to the list of qualifications groups. These will be the qualifications of your team members. As you see in the above image, you can add as many qualifications as you would like in Full Frame, such as videographers, photographers, drone pilots and more.

You can then change the name of the group to whatever you would like, however we recommend something that is short and descriptive. Then click on the users drop down field where you can choose which team members will be a part of the qualification group. When a client goes to place an order a team member will be selected for the job based on their qualifications.

If you ever need to delete a qualification group then simply click the trash can icon next to the qualification groups users. You can also edit these at any time by simply changing the name or the qualified users.

Packages and Qualifications

When you're adding packages to your pricing groups you may also select if qualifications are required for that particular package. You'll notice in the below image the last field is the qualifications field and when clicked you will get another drop down asking whether qualifications are required or not, if they aren’t then any available team member with a coverage area that covers that property can be booked.

If only certain team members can accomplish this package tasks, then click the slider and select from the qualified groups list.