General Planner Settings

The Staff and Group Planners display capacity and current scheduled services for Staff/Sitters and particular types of service, such as boarding, overnight and daycare services. The Planner is also helpful to identify which Staff/Sitters  are available to accept a service, indicated by having no services assigned to them or services below capacity on their planner.  

The Planners can be set up to display the following:

• Color Coding to easily identify when a Service or Sitter has reached or is 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

How Do I Set Up The Planners?

Navigation: Admin > Settings > Planner Settings > General

Choose the settings you require:

• Use Check in / Check Out Feature: Toggle ON to to enable Staff to Check in and Out of their services directly from the planner.
• Show Vaccination Status: Toggle ON to show vaccination flags directly from the planner.
• Use Max Capacity Color Coding: Toggle ON to enable color coding indicators to easily identify which Service Item Groups or Staff are at capacity or over capacity.
• Use Add to Staff Total: When “Use Staff Add to Total” is toggled ON, “Add to group total” in Group Planner Settings is hidden and Staff Group Totals (If toggled ON in Staff Configurations) are added to the Company Planner Totals. When toggled OFF, Staff Totals can be excluded from the Company Planner Totals, but can be viewed for Staff Level Planners. Company and Staff Planner totals can be configured in Group Planners Settings.
• Display Zeros as Blank: Toggle ON to not show 0's and display the daily count as a blank space if no services are scheduled. Toggle OFF to have 0's displayed in the planners.
• Default Initial Display. Set the default view for your Planners by selecting Weekly or Monthly from the drop down list.

Click "Update."

Info: Further reading....
Group Planner Settings
Staff Planner Settings
Understanding The Group Planner
How do I set Capacity limits for Individual Staff?
Set up Service Item Group Tracking for the Planner
Check-in and Check-out directly from the planner
View Vaccination Flags in the Planner