Step 1: navigate to scheduling
In the sidebar, click Shifts
Select Scheduling
Click Create Shift
Step 2: set date, time, and location
Choose the start date of the recurring shift
Set the start and end time (e.g., 8:00 AM – 2:00 PM)
Enter the service location (address where shift takes place)
Click Save and then click Next
Step 3: add clients and caregivers
Add Clients who will receive services
Assign Primary and Backup Caregivers
These caregivers will see the shift in their mobile app
Click Next
Step 4: enable recurrence
On the Review & Assign screen, look for the Repeat Shift or Recurrence option
Choose your recurrence pattern:
Daily
Weekly (e.g., every Monday, Wednesday, and Friday)
Monthly (e.g., every 1st of the month)
Select the end date for the recurring series (e.g., repeat for the next 3 months)
Step 5: assign clients to caregivers
Stay on the Caregivers tab for simplicity
Assign each client to each caregiver (including backups)
✅ This ensures caregivers can see and log activity for those individuals in their app.
Confirm that no red warnings remain
Step 6: book recurring shifts
Once everything is set up, click Book Shift(s)
All shifts in the recurrence pattern will be created and visible in the Giv system
🧠 Recurring shifts save time and ensure consistency across schedules—especially useful for day programs, weekly routines, or multi-client services.
For help with recurring shift setup:
Contact your Customer Success Manager
Or email: [email protected]