Max Capacity Color Coding in the Staff and Group Planners

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 Planner, 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

The Staff and Service Group Planners provide a useful tool for businesses who wish to plan their workload, assign services among sitters and be able to quickly view capacity for services and staff that are fully booked or over-subscribed. This feature is particularly beneficial to businesses who operate within the remits of local authority legislation such as boarding or daycare providers.

Setting the Max Capacity Color Coding feature provides a visual color indicator of staff and service capacity levels, as seen below in Orange for capacity that has been reached and Red for staff that are over subscribed. 

Enable Max Capacity Color Coding in the Planners

Navigation: Admin > Settings > Planner Settings > General

• Toggle ON "Use Max Capacity Color Coding"
• Click "Update."

When Max Capacity Color Coding is enabled, when staff/sitters have reached or gone over capacity, the service count will be highlighted either in orange or red.

Info: Further reading...
Understanding the Group Planner
Group Planner Settings
Staff Planner Settings
Check in and Out from the Planner
Show Vaccination Flags from the Planner
Edit Services from the Planner