Adding Crew Members
Before crew can submit receipts, they need to be added to your production and opt-in to SMS.
Add a Single Crew Member
1. Go to your production page
2. Click the Crew tab
3. Click Add Crew Member
4. Enter their details:
- Name: Their full name - Phone: Their mobile number (we'll format it automatically) - Role: Optional - their department or title5. Click Add
Bulk Import via CSV
For larger crews, import from a spreadsheet:
1. Click Import CSV
2. Upload a CSV with columns: Name, Phone, Role (optional)
3. Review the preview - we'll highlight any formatting issues
4. Click Import All
CSV Format Example:
Name,Phone,Role
John Smith,555-123-4567,Set Dresser
Jane Doe,555-987-6543,Props Assistant
The Opt-In Process
After adding crew members, they'll receive an SMS:
Hi [Name]! You've been invited to submit receipts for
[Production Name] via Olivine. Reply YES to opt in.
- 🟢 Opted In: Ready to submit receipts
- 🟡 Pending: Waiting for their YES reply
- 🔴 Opted Out: Declined or texted STOP
Resending Opt-In Requests
If someone didn't get the message or needs a reminder:
1. Find them in the Crew list
2. Click the ••• menu
3. Select Resend Opt-In
TCPA Compliance
We follow TCPA guidelines for SMS consent:
- Crew must explicitly opt in before receiving messages
- They can text STOP at any time to opt out
- Message and data rates may apply