Viewing shifts by date range, shift status, client and assigned caregiver
The All Shifts view shows all shift activity for your business. From this calendar, you can quickly and easily find shifts by searching by date, shift status, clients and caregivers. The calendar can be viewed by week or month.
The calendar can be displayed in either week or month perspectives. Use the toggle button at the top of the calendar to switch between them. Using the arrow buttons allows you to cycle to past and future weeks and months. If you ever want to quickly return to the current week or month, use the "Today" button.
Client and Caregiver
To the left of the calendar is a list of clients and caregivers. To narrow down your search further, you can click on one of these names to view just the shifts that belong to that person.
Alternatively, you can always use the search bar at the top to quickly find either a client or a caregiver to filter the shifts by.
Once a client has been selected, you can narrow your search even further by selecting a caregiver that has a shift assigned to that client. If at any time you no longer wish to view shifts by a certain client or caregiver, click the X next to their name.
Pro Tip: If you want to see a list of caregivers instead of clients, use the dropdown at the top of the list to select who should be in the list.
Another way to find shifts is by shift status. There's a dropdown available next to the search bar above the calendar that will allow you to select a shift status to filter by.
Sometimes all you want to do is find and view a shift that's scheduled for today. To do this, select the "•••" button above the calendar and select "Today’s Shifts".
Doing this will open a list of shifts that are scheduled to occur throughout today, sorted by start time. You can click on any of the shifts in the list to manage them.