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How to Book a Shift

You can book a shift only when:

  • It appears in the Finalise section of the Allocations
  • Its shift status is Member Accepted.

Steps to Book the Shift

  • Select the shift you want to book.
  • In the quick action toolbar, click Book.

Allocations – Select Shift – Book

  • A confirmation window appears. Enter the Professional’s Name (the person from the client/location who requested the shift).
  • Click Yes to confirm.

Book – Confirmation Pop-up

  • The shift will then be moved to the Completed section of the Allocations screen, and the shift status will now be changed to Shift Booked.

Completed Section – Shift Booked

Recommend Reading: How to book a shift from the calendar view, click here: Book - Shift Action Bar.

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