Step 1: Go to the 'Scheduler' tab
From the left-hand sidebar, select Scheduler. The option Rostering will show in the drop down, this opens your calendar view.
Step 2: Click on a time slot or use the 'Add Shift' button
Either click on the desired date and time in the calendar
Or click the ‘+ Add Shift’ button at the top right
Step 3: Fill in shift details
A shift creation form will appear. Enter the following:
Appointment title
Client name
Service type (e.g. Personal Care, Domestic Assistance)
Employee
Shift pool (to be ticked if shift is vacant)
Apply travel claim - To learn more, click here
Date and time (start and end)
Recurring (optional)
Appointment address (pre-filled)
Notes (optional)
Step 4: Press 'Create Appointment'
Once created, a pop will show in the top right corner saying, 'Shift Created Successfully'