This article gives an overview of the different elements in the Scheduler calendar view.

The Scheduler interface is a critical tool to enable simple communication between staff, admin and clients. We will go through some of the essential features to help you navigate and schedule shifts with ease.

The Scheduler defaults to the Weekly calendar view (Monthly for US/Canada trial accounts), with options to switch to Daily, Fortnightly, or Monthly. Click the 'Weekly View' dropdown box to select your preferred layout.

Upon opening, the Scheduler automatically loads the current day, week, month, or fortnight (based on your selected view).

You can collapse the sidebar menu to allow for full-screen mode. Click the 'hamburger' button on the right of the ShiftCare logo to hide the menu, and click it again to re-enable the menu.

For additional navigation, you can click the calendar icon to select a specific day.

Also note that you can cycle through previous and subsequent days, weeks, months, or fortnights (based on your view) with the navigation arrows next to the date selection box.

The Scheduler is very user-friendly, and you can click just about anything to interact with it.

To reassign a shift to someone else, you can click the shift card and drag it to the correct client/staff member.

This gif shows switching from Daily view to Weekly view before assigning a shift to a staff member.

Pro and Premium users can switch the calendar view to staff-, client-, or facility-focused by switching the resource view.

Selecting client, staff, or facility options lists them on the left-hand side of the Scheduler.

Note: When in Facility View, 'Staff Coverage not met' alerts are hidden when 'ignore staff count' is enabled on a shift.

You can switch between a daily, weekly, fortnightly, monthly, tabular, and basic view of your schedule.

To add a new shift you can click and drag to select the desired length of time.
​Note: you can select the desired carer by dragging within their row.

A panel will pop up to ask for further details. Add information to the required fields including which client, type of shift, the date and time, address and assigned carer. Additional information can be provided too. These are basic functions, and as there are many advanced options to be explored, these will be covered in a separate article.

In the Daily View, If you need to adjust the duration of a shift quickly you can drag the ends of the shift directly on the scheduler.
​Note: This won't adjust every shift in a recurring series.

You can also customise the time range displayed in the Scheduler's Daily View. Read this guide for complete instructions.

To add a shift on a specific day, simply click the date in the appropriate carers row. 

Again, a panel will pop up to ask for further details. 

Within this view, you can drag and drop a shift to change the day it occurs or to assign it to an alternative carer or even change the date it occurs on.

Click the Locations dropdown menu to filter the Scheduler by location.

Click the filter panel to filter the Scheduler by specific facilities, shift status, or shift types, or to sort by shift count instead of alphabetically.

The search can be applied to a mix of teams, clients, and staff members. Simply select from the list or start typing to find the option you want to view.

You can select more than one option. Click 'Apply' to confirm your selection.

Once a team, staff or client filter has been applied you can hide the vacant shifts which aren't related to those groups by using the toggle option.

The filter must be in use for the toggle option to be visible.

Picking a shift type will show just that type of shift. This can be particularly useful for large teams where scheduling for certain shifts are done by one person and other shift types are scheduled by someone else.

You can filter by multiple shift types at the same time, and the filter factors in Additional Shift Types.

When you have multiple shifts stacked together, you can toggle between compact and expanded views. Click the View button at the top of the scheduler view to enable the Expand view.

You can change the staff or client list order between alphabetical (A-Z) and number of shifts (Shift count).

To do this, click the list drop down next to the column heading "Staff". Now click between A-Z and Shift count to more easily manage carers.

You can click in an empty space to create a shift or use the blue Add Shift (or plus sign button on narrower screens).

To reduce the spacing between shift tiles and list more staff/clients on the screen you can switch between compact or spaced views.

With the compact view off, you will see more spacing between shifts.

Private note: These are notes that can be viewed only by office staff to assist in rostering care-workers appropriately.

On the Scheduler, this information will be displayed with an eye icon with a line through it.

When in client view, with the clients listed on the left hand side, you will see a scissors icon when the client's time has splits. The client view is available on Pro and Premium subscription plans.

This feature allows you to charge different prices for the same shift.

The shift colours are used to indicate different statuses:

The calendar icon in client/staff cards leads to their individual calendars, which you can then print.