To get started, go to Scheduler and switch the view from Clients to Sites.
Once you’re in Sites view, create a shift the same way you normally would on the calendar (for example by clicking a time slot, or click-and-dragging across a time range). This opens the Create Appointment panel.
Start by entering an appointment title. This is what your team will see on the sheet once created.
Next, choose the Site. Once a site is selected, the shift will pull in the site’s information to make setup faster and auto assign all clients attached to that site. These can be removed / added as needed.
From there, you’ll assign staff. Site shifts support adding more than one staff member to the same shift. Use + Add more to add additional staff rows. For each staff member, you’ll choose:
The staff member, and
The appointment type for that staff member
The staff list is site-scoped, meaning it’s based on the staff who are associated with that site (so you’re not searching through your entire staff list every time). Imploy also prevents selecting the same staff member twice on the same site shift.
You can enable Apply Travel Claim if travel should be applied for this shift.
Set the start and end date/time, or use the quick Duration buttons (like 1:00, 2:00, 3:00) to automatically set the end time based on the start time. This is a quick way to standardise common shift lengths.
If this shift repeats, turn on Recurring Shift and choose how it repeats:
Repeat every (number)
Repeat type (Day, Week, or Month)
Repeat on (for weekly shifts)
When it ends (on a date, or after a number of occurrences)
Finally, confirm the appointment address. This will be pre-filled from the site, but you can edit it if the shift is happening at a different address. Add appointment comments if coordinators need to pass on extra instructions.
When you save, the shift is created. If the shift triggers a SCHADS warning, you’ll see a warning message after saving so you can review it.
View Editing a Site Shift for making adjustments after the creation of a site shift.