Holdshort.com Pilot's User Guide
Table of Contents
1. Introduction
2. Creating a User Account
2.1 Self-Registration
2.2 Accepting an Invitation from an Organization
3. Searching and Joining an Organization
3.1 Joining by Invitation
3.2 Joining by Sending a Request (for Registered)
3.3 Joining by Sending a Request(for Unregistered)
3.4 Pending Requests
4. My Dashboard
4.1 Notification Area
4.1.1 Expiration Notices
4.1.2 Invitations
4.2 My Organizations
4.3 My Agenda
5. Managing Personal Information
5.1 Documents
5.2 Certificates
5.2.1 Pilot Certificate
5.2.2 Medical Certificate
5.3 Endorsements and Flight Reviews
5.4 Settings
5.5 Instructor's Schedule
6. Calendar
6.1 Creating Event
6.2 Editing Event
6.3 Cancelling Event
6.4 Checking-In/Out Events
6.5 Cancelling Check-Out/Check-In
6.6 Filters
6.7 Color Coding of Events
6.8 Waiting List
6.9 Month View
6.9.1 Creating Event
6.9.2 Editing Event
6.9.3 Canceling Event
6.9.4 Dragging Events to Different Days
6.10 Week View
6.10.1 Creating Event
6.10.2 Editing Event
6.10.3 Cancelling Event
6.10.4 Dragging Events to Different Days
6.11 Day View
6.11.1 Creating Event
6.11.2 Editing Event
6.11.3 Cancelling Event
6.11.4 Time Zones
6.11.5 Dragging Events to Different Days
6.11.6 Day View Specific Settings
6.12 Pilot View
6.13 Weight, Balance, and Aircraft Seats
Holdshort.com Administrator's User Guide
Table of Contents
1. Introduction
2. Organization Set-Up
2.1 Setting up a New Organization
2.2 Setting Up your Organizational Information
2.2.1 Organization Information
2.2.2 Organization Settings
2.2.3 Organization Calendar Settings
3. General System Navigation
4. Locations
4.1 Adding Locations
5. Adding & Managing Resources
5.1 Adding Aircraft, Instructors & other Resources
5.1.1 Adding and Setting up Aircraft
5.1.2 Adding Instructors
5.1.3 Adding Simulators
5.1.4 Adding Custom Resources
5.1.5 Managing Weight and Balance
5.1.6 Aircraft Seats and Passengers
6. User Management
6.1 Adding Pilots and Other Users
6.2 User Roles
6.3 Modifying Roles
6.4 Viewing and Updating User Information
6.5 Setting Organizational Flight Reviews
6.6 Sending Organizational E-Mails
6.7 Instructors' Availability
6.8 Deactivating (and Activating) a User
7. Scheduling Module
7.1 Adding a Reservation
7.2 Reservation Types (including Maintenance)
7.3 Modifying an existing Reservation
7.4 Checking Events Out and In
7.5 Day-View
7.5.1 Day-View Settings
7.5.2 Adding a Reservation in Day-View
7.5.3 Drag/Dropping a Reservation
7.6 Month-View
7.7 Week-View
7.8 Pilot-View
7.9 Custom Event Color-Coding
8. Maintenance Management Module
8.1 Adding & Editing Aircraft Inspections
8.2 Managing Aircraft Discrepancies
9 Billing and Reporting
9.1 Reports
9.2 Billing and Payments Module
10. AOPA Curriculum Integration

6.2 User Roles

You can add User Roles upon approving an access request, or at any time by navigating to the Users page and pressing the “+” symbol adjacent to the appropriate user:

System Roles

Pilot: A user who is noted as a Pilot may schedule Aircraft. If enforcements are enabled, then only those Aircraft in which he is properly rated.
Student: A student may schedule Aircraft with an Instructor only.
Manager: A super-user that may add reservations for others, approve Users to the organization, manage settings, flight reviews, and resources.
Owner: This is the account which has all the same permissions as a Manager. The Organization’s payment console is controlled via the Owner.
Instructor: Add this designation to all Users who you wish to appear as an Instructor on your schedule. Instructors have add/edit permissions to reservations.

NOTE: A user may have multiple roles – please add as many as apply!

Table of Contents

6.2 User Roles