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Creating a New Shift
Click on the + New button to create a service schedule for the client
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Fill out all information for the shift. Once done, click save
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Editing the shift
If there are changes in the shift, you can search for the shift and edit it. You can either use the date field to search for the date(s) of the shift or you can use the search field to search for the client's name. You can use both fields to narrow down the searching of the shift.
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Click on the shift then click edit or you . You can also double click the shift to edit it.
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Edit the changes for the shift. Once done, click the save button
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Assigning an Employee to the Shift
When you edit the available shift, there is a warning that you need to select an employee to complete the scheduling.
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You can search for the suitable employee for the shift by using the search section. Once you input the requirements for the shift, click on search to show the list of available employees. the The green bar indicates the time of the shift.
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Click the name of the employee you want to assign to the shift and click select. You will be directed back to the previous page. Click save to save the changes for the shift.
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Bulk Cancel
Bulk cancel is a feature where you can cancel several shifts at once. To do this, click on the shifts you want to cancel and click bulk cancel
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It will have a confirmation pop up. Click Ok to confirm
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Change Time
From the list of available shifts, you can check for the start time and end time of the shift.
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Set the start time and end time of the shift then click save.
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Switch Worker
You can reassign an employee for the shift. To do this, click on the shift and click on switch worker.
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You can search for the name of the employee using the search field. Then click on the button besides beside the name of the employee to select the employee then click select.
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It will show a confirmation window. Click on Ok to confirm
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