While clocked into a shift, DSPs can switch between services. DSPs can run only one service per client at a time, but can run services for multiple clients simultaneously.
Before you begin
To switch services, you first must:
Be clocked into the shift
Have already started a service
Be working with a client who has additional services in their budget (with available units and valid dates)
Step 1: open your active shift
Tap View shift at the top of the app’s home page
The list of clients assigned to this shift will appear under the Clients section. You will see a green profile avatar next to any client you are in service with. Below the client’s name it will show which service you are running.
Step 2: switch services
Tap the clock icon in the top right corner
Tap Manage services
Tap the client and either:
Select the new service (once you select the new service, it will automatically de-select the current service)
Select End Service (if you are sending services for that client but still staying clocked in)
Select Confirm changes
You are still clocked in—only the service you’re billing for is switching.
Note: Only services added to the client’s budget by the admin will appear in this list.
Why are no services showing?
If you don’t see a service code listed:
The client may not have that service in their budget
The budget may have expired
The units may be depleted
Contact your admin team if services are missing.
If you're unable to switch services or see the correct options:
Contact your supervisor or agency manager
Or email: [email protected]