Scheduler

---

How to Create a Shift in the Scheduler

Efficiently manage your team's schedule by following these steps to create a shift in the Scheduler.

Step 1: Navigate to the Scheduler

Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Schedule" button. 

Step 2: Select Slot for Shift

On the left side, staff members are listed, and dates are on the top. Click on the desired slot to initiate the shift creation.

Create a shift by entering start and end times or choosing from default templates. Alternatively, click the expand button in the top right corner for more options.

Step 3: Complete Shift Details

In the "Create a Shift" menu, input:

- Start and end of the shift (date prepopulated based on the selected slot - Mandatory field)
- Location (Mandatory field, defaults to your default location)
- Services included in the shift (Optional, defaults to All services)
- Assign a room (Optional)
- Additional notes (Optional)

Click on Create Shift to confirm and schedule the shift.

By following these simple steps, you can efficiently create and manage shifts in the Scheduler for effective team scheduling.

---

 How to Create a Repeating Shift in the Scheduler

Efficiently manage recurring schedules for your team by creating repeating shifts in the Scheduler. Follow these steps to simplify the process.

Step 1: Navigate to the Scheduler

Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Schedule" button. 

Step 2: Select Slot for Shift

On the left side, staff members are listed, and dates are on the top. Click on the desired slot to initiate the shift creation.

Click the expand button in the top right corner for additional options.

Step 3: Create a Shift

In the Create a Shift menu, after choosing the start and end time, location, and services for the shift, click on "Repeat on". This will reveal the Repeat Options menu on the right side.

Step 4: Input Repeat Options 

In this section, input the following:

- Repeat every: Specifies if the shift should repeat every week/month or alternate.
- Repeats on: Select the weekdays for the shift to repeat.
- Repeats until: Set the end-point for the repeating pattern.

Step 5: Set Repeat Option and Confirm

Click on "Set Repeat Option" when done. Click on "Create Shift" to confirm and schedule the repeating shifts.

---

 How to Edit a Shift in the Scheduler

Manage your team's schedule by learning how to edit shifts in the Scheduler. 

Step 1: Navigate to the Scheduler

Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Schedule" button. 

Step 2: Select Shift to Edit

In the scheduler, click on the shift you want to edit. From the "Edit a Shift" menu, make desired changes to the location, services, and notes related to the shift.

Optionally, repeat the shift if necessary.

Click on Update Shift to confirm.

NOTE: If the shift is part of a repeating pattern, an additional prompt appears before the shift is updated. Select whether to update only the current shift, all shifts on that given weekday, or all of them entirely. Click "Update" to confirm.

---

How to Delete a Shift from the Scheduler

Manage your team's schedule and ensure it remains accurate by learning how to delete shifts from the Scheduler.

Step 1: Navigate to the Scheduler

Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Schedule" button. 

Step 2: Select Shift to Delete

In the scheduler, click on the shift you want to delete.

Step 3: Delete Shift

From the "Edit a Shift" menu, click on "Delete shift" in the bottom left corner. The shift is now deleted.

NOTE: If the shift is part of a repeating pattern, an additional prompt appears before the shift is deleted. Select whether to delete only the current shift, all shifts on that given weekday, or all of them entirely. Click "Delete" to confirm.

---