Accessing the Schedule
Click Schedule in the left-hand menu. This opens the scheduling dashboard, where you can view activities for both your Support Recipients (clients) and your Team Members (carers).Choosing a View
Select your preferred view
Choose from the three available options:
- Timeline View — the default view. Displays a live, visual snapshot of all activities across your care team for a single day, covering 8 am to 8 pm. Use this view for day-to-day operational oversight.
- Week View — shows a 7-day overview of all scheduled activities. Ideal for forward planning and spotting coverage gaps.
- Day View — provides a detailed breakdown of every visit and task on a single day. Useful when you need granular detail for a specific date.
Switching Between Support Recipient View and Carer View
At the top of the Schedule, a toggle button lets you flip between two perspectives:- Support Recipient View — organises the schedule around your clients, showing what activities each person has coming up.
- Carer View — organises the schedule around your staff, showing what each team member is assigned to deliver.
Navigating Dates
Click the Today button at the top of the Schedule to jump straight back to the current date. This is especially handy after browsing through past or future dates.Understanding Event Colour Codes
Every event card on the Schedule is colour-coded so you can assess the status of visits at a glance. The table below explains what each colour means.| Colour | Indicator | Meaning |
|---|---|---|
| Turquoise with a tick | ✔ | Completed — the visit has been finished and checked out |
| Navy blue | — | Upcoming — the visit is scheduled but has not started yet |
| Pulsing icon | ~ | Active / Checked in — a carer is currently on-site and the visit is in progress |
| Amber / Yellow | — | Overdue — the visit window has passed and it was not completed |
| Green | — | Overtime — the carer has exceeded the scheduled duration |
| Red | — | Unavailability — the time slot is marked as unavailable (e.g. annual leave, sick absence) |
| Black | — | Cancelled — the visit has been cancelled |
Managing Events on the Schedule
Viewing Event Details
Click any event card to open the event details panel. From here you can see the assigned carer, the scheduled time, the support tasks included, and any notes recorded against the visit.Drag and Drop
Extend a visit duration (Timeline View only)
In Timeline View, drag the edge of an event card to extend or shorten the visit. Duration adjusts in 15-minute intervals. You can also drag the entire card to reposition it on the timeline.
Reassign to another team member
Drag an event card across the schedule to a different team member’s row to reassign the visit without opening the edit screen.
Drag-and-drop duration editing is only available in Timeline View. If you are in Week View or Day View, open the event and use the Edit button to change the duration.
Managing the Unassigned List
If a large number of activities are waiting to be assigned, the unassigned list can become long and clutter your view. Click Hide to temporarily collapse it, then click Show to bring it back when you are ready to assign carers.Editing an Event
Click any event to open the details panel, then click the Edit button to update the support activity — for example, to change the time, duration, assigned carer, or tasks.Filtering the Schedule
Use the Filter options to narrow down what is shown on the schedule:- Filter by specific Support Recipients to focus on one or more clients.
- Filter by Team Members to focus on one or more carers (available to admin users).