Understanding the Group Planner

The Group Planner displays company and staff level capacity for current scheduled services. The planner is particularly beneficial to businesses that offer boarding, overnight and daycare services within the remits of local authority legislation, but can also be helpful for other services such as cat sitting or dog walking.  

The Group Planner is helpful to identify which staff/sitters provide various services and to quickly isolate staff/sitters that have availability/capacity to accept a service, those who are oversubscribed and those who have no work assigned.

IMPORTANT:  New versions of the Staff and Group Planners are out now, both with additional functionality 

To start using and configure the new Staff and Group Planners, please read Understanding The Group Planner and Understanding the Staff Planner. For existing users of the Staff Planner, Transitioning over from the existing Staff Planner to the Group Planner. 

The Staff and Group Planners can be set up to display the following:
Color Coding to easily identify when Staff/Sitters have reached,  or are over capacity.
Check-in and Check-out directly from the Planner
Direct access to Client accounts from the Planner
Vaccination flags

The Group Planner can also display the following:
Company Level Capacity for Service Item Groups
Staff Level Capacity for Service Item Groups

TABLE OF CONTENTS

• About The Planner
• Setting Up Your Group Planner
• Viewing You Group Planner Following Configuration

About The Planner

As well as color coded max capacity alerts at both company and staff level, Admins and their staff have the ability to check-in and out directly from the Planner, as well as drill into a client record, service orders and view vaccination flags.

• Overnight services - where the sitter stays overnight at a client's home caring for their pets.
• Boarding services - where the pet stays at the sitter's home overnight.
• Daycare capacity for each facility or each staff/service group.
• Set Capacity limits for individual Staff/Pet Sitters.

Tip: Understanding "What is a Resource Cost?" explains how your planner displays services.

Setting Up Your Group Planner

Prior to using your planner, there are a few configuration steps that are required to ensure your planner is functioning correctly and displaying the correct information to allow you to track services and staff capacity for your business.

Please read the following configuration articles that will show you how to set up your planner at Group level by staff/sitter:

• General Planner Settings
• Group Planner Settings
• Staff Planner Settings
• Transitioning from the Staff Planner to the Group Planner
• Service Group Tracking in the Planner
• Set a Service Item "Resource Cost" to count a Service in the Staff and Group Planner

Note: We are here to help with any configuration issues, so if you get stuck at all, please reach out to our Support
Team who will be happy to assist you on [email protected].

Viewing your Group Planner following Configuration

Navigation: Scheduler > Schedule > Admin Schedules > Group Planner

Tip: Click the cog to jump to the Group and Planner Settings.

Staff View of the Planner

You can also view the staff/sitter level planners you have configured in your staff planner settings by service item group. Click the plus or minus buttons next to the staff name to reveal the staff planner and their scheduled services by service item group.

Info: Further reading...
General Planner Settings
Group Planner Settings
Staff Planner Settings
Transitioning from the Staff Planner to the Group Planner
Service Item Group Tracking in the Planner