The Scheduler allows you to easily assign staff to clients and build your daily roster. Whether you need to quickly schedule routine visits or configure rosters with specific settings, creating a shift is fast and straightforward.
To add a shift, navigate to the Scheduler in the sidebar menu. There are two ways to create a shift: using the fast, inline Quick Shifts popover or using the full shift drawer.
Quick Shifts
Quick Shifts allows you to create routine bookings in seconds without ever leaving the calendar view.
Click on an empty cell on the Scheduler grid corresponding to the time and day of the carer/client you want the shift for.
A small popover will appear, pre-filled with the date and default times.
Fill in the essential details:
Shift Template (Optional): Selecting a template will automatically apply its defaults to all fields.
Client or Staff: Depending on your view mode (Staff View vs. Client View), you will be asked to select the missing person.
Price Book: The system will automatically pre-fill the client's default price book, but you can override this if needed.
Shift Type: Select the appropriate colour-coded shift type.
Start and End Times: Adjust the times if they differ from the default (9:00 AM – 10:00 AM).
Click 'Create Shift'.
The shift will be saved to your calendar.
If you are creating a shift and need more complex options (like adding shift instructions, changing the address, or adding more staff members), simply click 'More options' at the bottom of the popover. This will open the full shift drawer (see below) with all your current details pre-filled.
This feature can be turned on/off for your account by navigating to Account > Settings > Scheduler > Edit and toggling 'Quick Shifts' on or off.
The Shift Drawer
If you want to create a shift the standard way (or you have toggled Quick Shifts off), you can use the full shift creation drawer.
Click the '+ Add Shift' button in the top right corner of the screen or an empty cell on the Scheduler grid corresponding to the time and day of the carer/client you want the shift for.
Fill in the required sections. Read this guide for in-depth explanations of each specific section on the shift details page.
Click 'Save' or 'Save and Publish' in the upper right corner.
To access additional settings and further customise the shift, click 'Advanced edit'.
For more information on editing shifts, creating recurring shifts, and navigating the Scheduler, please read these articles:
For further assistance with Creating a Shift in the Scheduler/Roster, please contact our Support team using online chat when you're logged into ShiftCare, or email our Support team at support@shiftcare.com.