Schedule

The Schedule answers “who is working when?”. It shows your agents by day, the shifts that still have places open, and the time off waiting for a decision.

Moving around

Choose Week or Day at the top. Weeks start on Monday. Use the arrows (Last week and Next week, or Day before and Day after) to move, and Today to come back. Dates and times are in your firm’s time zone.

Open shifts

Open shifts lists every shift in the days shown that still has a place to fill, with its booking number, date and time, how many places are open and how many are offered. A badge marks the urgent ones:

• Under 48 hours and Under 4 hours: the shift starts soon and is still short.
• Under way · unstaffed: the shift has started with a place still open. These come first.

Select Staff on a shift to open the same staffing sheet as on the booking’s page: choose who to offer it to or assign, set when the offer closes, and send it. Bookings explains each step, conflicts and overrides.

When every place is filled, the list says “No shift in these days has a place open.”

The lanes

Below, each agent on the roster has a row, with a column per day. A day can show:

• The shifts they hold or have been offered, each linking to its booking. Extra time shows as part of its shift.
• A clash under a shift, saying which shift it overlaps or comes too close to (too little rest before or after). Over a conflict marks a shift someone was staffed on with an override.
• The state of an offer that isn’t held yet, such as Offered or Asked to be released.
• Time off (approved) or Time off asked (waiting for a decision).
• Unavailable, for a day they marked unavailable.
• Not available, for work at another firm. You never see more than that.

On a phone the week scrolls sideways and opens at today. If nobody has joined your roster yet, the Schedule says so and links to inviting agents (see Roster).

Time off to review

Time off to review lists each request with the person and the days. Their note is shown to dispatchers and up.

• Select Approve to accept it.
• Select Decline, add a Reason for declining if you like (they see it with the decision), and select Decline the time off.

Approved time off, and time off still asked for, count as conflicts when you staff a shift.

If the Schedule doesn’t load

It says “The schedule didn’t load” with a way to try again. Check your connection first.

Who can do what

Who can do what on the Schedule

Area	Owner	Admin	Dispatcher	Viewer
Bookings, requests and quotes	Changes	Changes	Changes	Reads
The agent roster	Changes	Changes	Changes	Reads

Everyone on staff reads the Schedule. The owner, admins and dispatchers staff open shifts and decide time off; while your account is on hold, time off can’t be decided.