Now that you're familiar with how Scheduler views and filters work, you can start adding shifts to the calendar.
In this article, we'll walk you through how this is done in two ways.
Using the Add Shift Button
To add a shift using the Add Shift button:
Navigate to Scheduler on the left-hand menu.
On the top-right side of your screen, click + Add Shift.
This will open the shift detail view. Select client, shift type, area, pricebook, time & location, carer, and instructions.
Using the Calendar
Alternatively, you can also follow these steps instead:
The calendar is clickable. When on Staff view, click the specific day and time, next to the carer you want the shift for.
If you're on Client View, you can click the specific day and time next to the client you want to add a shift.
This will open the shift detail view, where you can select client, shift type, area, pricebook, time & location, carer, and instructions.
You're done! If you need more help, please feel free to chat with us anytime or reach us through email at firstname.lastname@example.org.