Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents

Entire shift not available (any date)

Therapist not available > from calendar open shift (right click from therapist name) > Entire shift not Available

Could be a date, could be a date range

  1. Select replacement therapist

    1. Show for selected therapist

      1. Therapist qualifications

      2. if overlap exists in roster (indicate only)

      3. Button > Replace Therapist

        1. Existing Shift actual time updated to zero

        2. New Shift created for Replacement Therapist

        3. All sessions moved

        4. Alert all sessions of changes (with reason) and link

          1. Your session has moved sms - link with “Confirm”, “Change time / date”, “contact me” buttons

  2. No replacement

    1. Decision required

      1. Alert all of cancellation

      2. Mass Create credit notes for deposits

Part of shift not available (any date)

Short Term Unavailable

Makes time unavailable for bookings during a shift from one time to another

Affected bookings will still show in the calendar with a problem flag and badge indicator

Therapist Late or Early finish required

Therapist will be late / need to leave early > from calendar open shift (right click from therapist)

  1. Can update Actual time (Start / End of shift)

    1. Save button to mark all affected bookings as “Problem (Therapist not available)

  2. Contact Bookings affected

    1. Move bookings manually

Alter a Roster

Venues - Rosters - Double click on the date you want to alter

...

Double click on Roster you want to alter

...

Enter a Break from and to

...

Extend Roster From to start earlier

...

Alter the Roster From or Roster To and shorten the day

If this impacts any bookings you get the Confirm Time Change message