How to get here
In the left-hand menu, find Personnel, click Schedule.
You are now on the Planned shifts screen.
Step-by-step guide
1. Select a calendar view
In the top left of the calendar you will find a view selector button. Click it to switch between different layouts: Month: A full month grid. Each day shows up to 3 shifts before they are collected into a "+more" link. Week: A 7-day view with a time axis on the left. Shifts are placed at their exact start and end times. Day: A single day with a detailed time axis. Best for seeing exactly who is scheduled and when. Agenda: A flat list of upcoming shifts sorted by date. Useful for a quick overview without the grid layout.
On mobile devices the view selector is hidden. The calendar adapts automatically to your screen.
2. Navigate between dates
Use the left arrow (←) to go to the previous period (previous month, week or day depending on your view). Use the right arrow (→) to go to the next period. Click the red Today button to jump back to today's date. The current date range is shown as a heading between the arrows.
3. Read a shift block
Each shift in the calendar shows: Time — start and end time in HH:mm format (e.g. 08:00 - 16:00). Description — what the shift is about (e.g. Morning reception). Employee name — who is assigned. Employee avatar — a small profile picture in the top right corner of the block. Colour — each shift can have its own shade, making it easy to tell shifts apart at a glance.
4. Create a new shift
There are two ways to create a shift. Option A — Click and drag in the calendar: Click an empty time slot and drag to select a range. A dialog opens with start and end times pre-filled. Fill in the shift details (see the form fields below). Click Save changes. Option B — Use the Schedule button: Click the Schedule button in the top right corner of the page. This takes you to the lesson template screen where you can create recurring schedules.
5. Fill in the shift form
When creating or editing a shift, a dialog appears with the following fields: Description (Required): A short label for the shift, e.g. Morning shift or Evening reception. This is what is shown in the calendar. Employee: Select the employee assigned to this shift from the dropdown. You can clear the selection if no one is assigned yet. Pay rate: Select the pay rate that applies to this shift. Pay rates are set up separately under Pay rate settings. Starts (Required): Date and time for when the shift begins. Use the date-time picker (format: dd/MM/yyyy HH:mm, 24-hour clock). Ends: Date and time for when the shift ends. Must be later than the start time. Number of repetitions: Only shown when creating a new shift. Enter a number to repeat this shift multiple times (e.g. enter 5 to create the same shift for 5 consecutive occurrences). Must be at least 1 if filled in.
6. Edit an existing shift
Click any shift block in the calendar. The shift form dialog opens with all fields pre-filled. Make your changes and click Save changes. The dialog title reads Edit shift so you know you are editing, not creating.
7. Reschedule a shift by dragging
Click and hold a shift block in the calendar. Drag it to a new date or time slot. Release the mouse button. The system automatically saves the new time — no dialog needed. You will see a green Update successful! notification.
8. Resize a shift
In Week or Day view, hover over the bottom edge of a shift block. A resize handle appears. Drag it up or down to shorten or extend the shift. The new end time is saved automatically.
9. Delete a shift
Click the shift to open the edit dialog. Click the bin icon at the bottom left of the dialog. The shift is deleted immediately. You will see a green Deletion successful! notification.
10. Navigate to a linked lesson
If a shift is linked to a lesson, a Go to lesson button is shown in the edit dialog. Click it to navigate to the lesson detail page.
11. Filter results
If colour or date filters are active, a filter summary bar is shown above the calendar displaying how many results match. Click X on any filter chip to remove that filter. Click the Clear button to remove all filters at once.
Do you need help?
Contact support and include information about:
The shift description
What you were trying to do
When the problem occurred
