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.
Shifts featuring all services will be highlighted in green, whereas shifts with only select services will be displayed in pink.
By following these simple steps, you can efficiently create and manage shifts in the Scheduler for effective team scheduling.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Scheduler article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.