Build a week

Plan the week as drafts only the office sees, publish them when they are right, and send every caregiver their schedule.

3 parts · 1 minSchedulingFor the office

The lesson plays on a sample agency, so nothing you do in it changes anything. Open any item in the lesson's panel to read about it, and press See how to watch it done.

What this lesson covers

Everything the lesson says, part by part.

  1. 1

    On the way: Visits are on the Scheduling page, in the sidebar.

    Your week, on the calendar

    Add visits as drafts while you plan. Caregivers see nothing until you publish.

    In the sidebar under Scheduling.

    On this page

    Add the visitsAdd Visit or Build Schedule

    One at a time with Add Visit, or a client’s whole repeating week with Build Schedule.

    See how plays the lesson Recurring visits.

    Check, then publishReview and publish

    Every draft in the dates you pick, with anything that needs a look, then one press to publish them.

    See how jumps ahead to part 2: Review and publish.

    Send everyone their scheduleSend Schedule

    Each caregiver gets their own schedule for the dates you choose.

    See how jumps ahead to part 3: Send schedule.

  2. 2

    Review and publish

    Drafts are only visible to the office. Publishing puts them on the caregiver’s and client’s schedules.

    Scheduling, then Review and publish on the toolbar.

    On this page

    What needs a lookOnly ones with something to check

    Shows only the drafts with a problem: a clash, overtime, a missing caregiver.

    See how shows:

    1. Only ones with something to check Hides the drafts that are fine.
    Tell themOne message each

    When this is on, each caregiver and client gets one message about their published visits.

    See how shows:

    1. Tell each caregiver and client One message each, not one per visit.
  3. 3

    Send schedule

    Every caregiver with visits in the dates gets their own schedule at their own email. Check the list before you send.

    Scheduling, then Send Schedule on the toolbar.

    On this page

    Who gets itOne caregiver or several

    Send to one caregiver, or everyone with visits. People with nothing booked are left out unless you tick them.

    See how shows:

    1. Several caregivers Or One caregiver.
    Which datesNext week, two weeks and more

    Pick the dates the schedule covers.

    See how shows:

    1. The dates it covers Next week, or the range you pick.

At the end

Now you know how to build and send a week

Watch next

SchedulingRecurring visitsVisits that repeat: one visit set to repeat in Add Visit, or a client’s whole week built at once with Build Schedule.3 parts · 2 min
SchedulingSchedule a visitAdd Visit, one screen at a time: the client, the caregiver, what the visit is, when and where, the details, then a draft or published.8 parts · 3 min
SchedulingOpen shiftsVisits with no caregiver yet: find them on the calendar, then fill them yourself or offer them to every caregiver who fits.3 parts · 1 min