Scheduling

These articles cover the Scheduling module in the CRM database. The Scheduling module allows you to plan client services/activities and assign support workers. The Scheduling module can also be configured to integrate with the Deputy workforce management system.

Create Future Support Activity and Booking – Individual

Once the Client’s Support Plan details have been completed, Support Activities can be planned and booked. The following instructions follow...
Create a recurring booking

Recurring bookings can be created using the Scheduling module. Recurring bookings are bookings that occur at the same time, on...
Scheduling Overview

Scheduling is the process to record planned sessions (activities/services) for a client with associated bookings and shifts. Scheduling allows services/activities...
Finalise Bookings

When the scheduling process is in place, bookings are created for future sessions with clients. Once the related shifts are...
Cancel Activity Booking – Bulk

Scheduling functionality allows you to plan future activities/services and assign them to staff members as required. There may be times...
Edit a recurring booking

Recurring bookings can be created using the Scheduling module. Recurring bookings are bookings that occur at the same time, on...
Edit Delivered Support Activity

If a Planned Support Activity has been delivered and finalised through the scheduling process, the status may automatically be set...
Booking Finalisation Error Log

Once the related shifts are completed and updated by the support worker – this may be through Deputy, Support Worker...