How to Create a Shift for a Specific Location

In this article, you’ll learn how to select the correct location when creating staff shifts in Pabau, ensuring schedules are assigned accurately across your different practice sites.

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".

Step 2: Choose the Correct Location

Before creating a shift, make sure the Scheduler is filtered to the correct location. At the top of the Scheduler, use the ''Location'' filter to select the practice site you want to schedule for. This way, you'll only see the shifts and appointments related to that location, making it easier to manage staff scheduling accurately.

Step 3: Select a Time Slot

In the Scheduler, staff members are listed on the left, and dates are displayed at the top. Click on the desired time slot corresponding to the staff member and date for which you want to create a shift.

Step 3: Configure Shift Details

In the "Create a Shift" window that appears:

• Start and End Time: Set the shift's start and end times.

• Location: Choose the appropriate location from the dropdown menu. This is a mandatory field and defaults to your primary location.

• Services: Optionally, select specific services for this shift. If all services are selected, the shift will appear green; if only some are selected, it will appear pink.

• Room: Optionally, assign a room for the shift.

• Notes: Add any relevant notes for the shift.

Once all details are entered, click ''Create Shift'' to save.

Now that you know how to create and manage shifts for specific locations in Pabau, you can ensure accurate scheduling across all your practice's sites.