Assigning Clients to Shifts

Context:

If the scheduling location is set to include clients, as the schedule manager you can assign the clients that the staff will be working with at that scheduling location to the shift. By default when you create a new shift all the clients that are associated with that scheduling location are already selected, but you can add a guest client or remove one of the clients if he/she won't be present or is working with different staff.

To assign clients to a shift:

Task:

Select Scheduling Locations from the menu and then enter the name of the scheduling location in the Search box.
Select Schedule on the scheduling location card.

Step Results: The schedule for the scheduling location opens.
Select the shift from the calendar grid.

Step Results: The shift opens.
Select Add on the Clients card.

Step Results: The Clients pop-up opens.
Select the client(s) you want to assign to the shift and then click Save.
Select the minus sign next to a client to remove it from the shift.

Step Results: A confirmation message appears.
Select Yes.

Step Results: The client no longer appears on the Clients card. If the client had any qualifications (that other clients do not have), they will disappear from the Client Qualifications card.