Genera Staff App

What it does — Everyone signs in with the same email and password they use for Genera. The app then opens the portal that fits their role, so a driver sees routes, a groomer sees their diary and group staff see their group. Anyone with no app portal, and Auditors, are turned away at sign-in: the admin stays on the web.

• iPhone — Free on the App Store. Needs iOS 17 or later.
• Android — In testing on Google Play. Needs Android 8.0 or later. See Genera Staff for Android: join the test, above.
• Who can sign in — Anyone with the Driver role or Assign as Driver, anyone with the Service Provider role or Assign as Service Provider, and anyone with Assign to Staff Portal switched on. All set on the staff profile under Team › Manage Staff › Role & Access.
• Who can't — Auditors, and office roles with no app portal. The app has no admin screens, so the admin dashboard stays on the web.
• Notifications — Push notifications for new messages, route changes and Send to team from the Groups board. Turn them on from Profile.

What it does — The app holds the same three portals as the website: Driver, Services and Staff. After sign-in it lands on the one that fits the person. Someone with more than one, such as an admin who also drives the van and grooms, switches between them from Profile, just like Switch Portal in the web sidebar.

• Driver — Everything a driver needs: today's routes, stop confirmation, live location on a run, directions, owners and the office chat.
• Services — The web Service Provider Portal natively: a day and week diary of appointments, each appointment's pet, notes and contacts, and the pets they groom.
• Staff — The web Staff Portal natively: the pet group for the day, the register, owners, each dog's care and flags, team notes, photos and day updates to owners.
• For everyone — Messages with owners in the same threads the office uses, and Profile with its My Schedule tab for holiday and sick requests.

What it does — The Staff portal opens on the pet groups the person is on for the day: each group's colour and name, how many dogs, where they are, who else is on it and the note from the office. Below each group is a card for every dog with its service for the day (Sleepover first) and its flags. It is the Staff Portal from the website, built natively for the phone.

• Flags on the card — Team flags such as Guarder or No toys, flight risk, and Moved in today for a dog put in this group just for the day.
• Not on a group — On a day they're on no group, the page says so.
• Register and Owners — Register is the day's live dog count, on the tab bar when your daycare has turned it on in Settings. Owners looks up any owner and their dogs, with tap-to-call, and messages owners with a dog in today.

What it does — Everything about one dog in their group: who it belongs to, its group and service for the day, then Things the team should know, Care, Team notes and the gallery. Day update and Message sit at the top on the day the dog is in. The page only opens for a dog in one of their groups that day.

• Only on the day — Day update, Message and adding photos are available on the day the dog is with them. On other days the page is for reading.
• Gallery — The dog's photos, the same gallery the owner sees. Photos added here send the owner the usual new photos notification.

What it does — The Services portal is the groomer's or trainer's diary. Schedule shows their appointments on a day or week time grid, sized by their length and side by side when they overlap, with the service's icon, add-ons in orange, and badges for birthdays, flight risk and notes. Tapping an appointment opens everything about that visit. When the daycare allows it, they can also accept or decline booking requests and add appointments themselves.

• Colours — White with an amber edge is booked, dashed amber is awaiting approval, green with a tick is done, and grey is with a colleague. A booking with no time sits in the all-day row.
• Pets tab — Every pet booked in for their services, soonest first, then pets seen before. A pet's profile has the gallery, grooming details (coat, size, skin and products) which they and the office can edit, team flags and staff notes, care and vaccinations, every visit on their schedule, contacts and the team's notes.
• Stays on the web — Cancel, reschedule and change price are still done in the browser portal.
• Profile — Lists the services they can be booked for and can see bookings for, each with its price, length, days and hours.
• Turned on by the office — Accepting requests and adding appointments are off until the daycare turns them on in Settings › Service Provider Portal. Until then, requests show as awaiting approval for the office to answer, and there's no + button.

What it does — The Driver portal holds everything a driver needs: today's pickups and drop-offs in run order, Start run to share location with the office, the route map and directions in Apple Maps, Google Maps or Waze, other drivers' routes, and a tap to confirm each stop.

• Moving from Genera Driver — Routes, stop details, re-ordering, navigation, owners, messages and location sharing work as they did in the Genera Driver app, so a driver moving across has nothing new to learn.
• Background location — A run keeps sharing location while the driver navigates in another app or the phone is locked, and stops at End run. On Android an On a run notification shows while it's on.

What it does — Profile is the last tab in every portal. It opens on the person's name, role and daycare, with two tabs at the top: Profile, for their account and settings, and My Schedule, for their working days and time off.

• Location — Only drivers share location, and only during a run they have started. Sharing ends at End run.
• In the demo — The demo shows Reset sample data and Leave this preview where a signed-in person has Sign out.

What it does — My Schedule is the same in every portal. It shows the days they're working with their hours, who else is off, how much Holiday and Sick allowance is left this year, and their own requests with their status. Requests go to the office, who approve or decline them under Team › Time Off. Approved days come off the rota and the Groups board.

• Only working days count — A request counts the working days in the range, from the pattern on their staff profile, so weekends they don't work aren't taken from the allowance.
• Who's off — If your daycare shares who's off (Team › Time Off › Time off rules), My Schedule lists colleagues who are off, and the calendar marks those days with a grey dot.
• Days that are full — If your daycare limits how many people can be off at once, full days are crossed out with a red dot and can't be picked. A range that runs over a full day says who is already off, and Send stays greyed out until the dates are changed. Sick days never count towards the limit.
• Services portal — For groomers and trainers, the sheet also warns about appointments already booked in the chosen dates, so everyone knows what the office will need to move.
• Earlier this year — Past requests stay listed for the rest of the year with their status.