Scheduling

Building schedules on the calendar, working the schedule board, and filling open shifts.

Adding a shift on a calendar Add a new shift from a client's or employee's calendar and fill in the schedule editor. Recurring schedules Set a shift to repeat every week, change the repeating pattern, and end it when care stops. Reading and changing the calendar view Choose how much of a person's calendar you see, what it shows, and how to read each shift. Moving, copying and cancelling shifts Move a shift to another day, copy shifts, cancel or restore them, and call off a caregiver. Using the schedule board See many people's shifts side by side, narrow them with filters, read the day totals and save views as bookmarks. Filling open shifts with suggestions Find caregivers who fit an open shift, suggest and offer it to them, and put one on the schedule. Confirming and sharing schedules Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation.