Step 1: open the shift scheduler
Go to the Shifts section in the left-hand sidebar
Click Scheduling
Click Create Shift
Step 2: set date, time, and location
Choose the shift date using the calendar picker (e.g., tomorrow)
Set the start and end times
Example: 9:30 AM – 2:30 PM
Enter the service location address
Click Save, then click Next
Step 3: add clients and caregivers
Add Clients
Select the individual(s) receiving services (e.g., Cooper, John, Matt)
Add Caregivers
Assign the primary caregiver
Add backup caregivers as needed (they must be assigned to see the shift in their app)
Click Next
Step 4: assign clients to caregivers
Stay on the Caregivers tab for the easiest view
Assign each client to each caregiver (primary and backups)
This ensures DSPs can see the correct individuals in the Giv mobile app
Red alert messages will disappear once all clients are properly assigned
🔐 Only caregivers assigned to clients in a shift will see them in their app.
Step 5: book the shift
Once all client-caregiver assignments are complete, click Book Shift
The shift will now appear in the Giv mobile app for all assigned caregivers
For questions or scheduling support:
Contact your Customer Success Manager
Or email: [email protected]