Calendar Overview
To navigate to the calendar:
Click Shifts in the left menu
Click Calendar in the left menu
In the Calendar, click a week in the right-side calendar to navigate between weeks. A color key at the top of the page explains the meaning of each shift color. You can also filter by people or groups using the Filter By section on the right.
Schedule a single shift
To create a single shift:
On the Calendar, click + Create shift
Set the Start date and time and End date and time using the calendar and time pickers
Enter the service Address (optional)
Search for the clients and staff in Add people to shift, check the box next to their name, and click Add to shift.
Assign each client to their primary and backup caregivers (a shift cannot be created until each client has at least one caregiver assigned):
Option 1: Drag and drop the caregiver onto the client
Option 2: Click Assign staff on each client and select the caregiver from the list
Click Create shift
If any of the selected staff or clients have scheduling conflicts, it will show a warning. Click Review conflicts to get further information and then either fix the conflict or just click Create shift.
Once the shift is created, it will appear in the mobile app for all assigned caregivers.
Note: Best practice is to add both the primary caregiver and any backup caregivers as needed, so the backup caregivers can see the shift in their app.
Schedule a recurring shift
To create a recurring shift:
On the Calendar, click + Create shift
Set the Start date and time and End date and time using the calendar and time pickers
Check the Recurring shift box
Enter a Shift name for the shift
Select the frequency and days the shift will occur
Enter the End date
Enter the service Address (optional)
Search for the clients and staff in Add people to shift, check the box next to their name, and click Add to shift.
Assign each client to their primary and backup caregivers (a shift cannot be created until each client has at least one caregiver assigned):
Option 1: Drag and drop the caregiver onto the client
Option 2: Click Assign staff on each client and select the caregiver from the list
Click Create shift
Once the recurring shift is created, they will appear in the mobile app for all assigned caregivers.
To make any edits to the recurring shift:
Click Shifts in the left menu
Click Recurring Shifts in the left menu
Find the recurring shift and click Edit
Make any changes
Click Save
Schedule an open shift
To create an open shift:
On the Calendar, click + Create shift
Set the Start date and time and End date and time using the calendar and time pickers
Enter the service Address (optional)
Search for the clients in Add people to shift, check the box next to their name, and click Add to shift.
Not adding a caregiver to the shift automatically makes it an open shift.
Click Create shift
Select the number of staff needed for the shift
The shift will now be available for any eligible caregiver to claim through their mobile app.
Note: When creating the shift and only clients are selected, you will see this message: “This shift will be created as an Open shift, visible only to staff who are allowed in their profile settings.”
For questions about scheduling shifts:
Contact your Customer Success Manager
Or email: [email protected]