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Starting Impromptu and Staff-Only Shifts

How to start impromptu and staff-only shifts in the mobile app.

Updated over 3 weeks ago

If you are working an unplanned or unscheduled shift, you can start an impromptu shift to log your time, services, and charting. This is often used by backup caregivers or those doing administrative work.

The ability to start impromptu shifts must be enabled by your admin team in your caregiver profile.

When starting an impromptu shift, you can either assign clients to the shift or start a staff-only shift. Staff-only shifts are often used to track administrative work, trainings, or meetings. The ability to start staff-only shifts must be enabled by your admin team in your caregiver profile.


Starting an impromptu shift with clients

To start an impromptu shift with clients:

  1. Login to the app

  2. Tap + New Shift at the bottom of the screen

  3. Check the box next to the client(s) you are working the shift with

  4. Tap Start Shift

  5. Tap Clock in and start services

  6. Select the client and choose the service

  7. Tap Clock in and start services

Note: When starting the shift, you will only be able to see clients assigned to you through your caregiver profile. If you do not see the client, contact your admin team.


Starting an impromptu shift without clients (staff-only)

To start a staff-only impromptu shift:

  1. Login to the app

  2. Tap + New Shift at the bottom of the screen

  3. Tap Start Shift

  4. Tap Confirm

  5. Tap Clock in only

After starting a staff-only shift, you can add clients to the shift. To add clients:

  1. Tap View shift at the top of the Home screen

  2. Tap the + sign across from Clients

  3. Select the client

  4. Tap Add or Add and start services

    • If you select Add, it will add the client to the shift without starting services

    • If you select Add and start services:

      1. Select the client

      2. Choose the service

      3. Tap Confirm changes

If you chose Add and did not start a service, to go back later and start the service:

  1. Tap View shift at the top of the app’s home page

  2. Tap the clock icon in the top right corner

  3. Tap Manage services

  4. Select the service

  5. Tap Confirm changes

Note: When adding a client to a staff-only shift, you will only be able to see clients assigned to you through your caregiver profile. If you do not see the client, contact your admin team.


Running multiple impromptu shifts in one day

You can complete as many impromptu shifts as needed in a single day—there’s no set limit. If the + New Shift button appears grayed out after finishing a shift, refresh the app by pulling down on the Home screen. If it’s still grayed out, close the app completely and reopen it. The button should then be active and ready to use again.


Approvals

Impromptu shifts may require admin approval before they can be closed. You can still clock out, but the shift will remain Pending Approval until an admin approves it.


Clocking out of the shift

Clocking out of an impromptu shift will function the same as a scheduled shift. Go to View shift, tap the Clock icon, and select clock out.


If you have questions about impromptu or staff-only shifts:

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