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The Schedule is your central hub for overseeing all support activities across your organisation. Whether you’re planning visits a week in advance or making real-time adjustments during a shift, the Schedule gives you the visibility and control you need to keep care delivery on track.

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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).

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Choosing a View

1

Open the View dropdown

Click the View drop-down at the top right of the Schedule page.
2

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.
Use Week View when planning rotas in advance and switch to Timeline View for real-time management during the day.

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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.
Click Switch to Carer View or Switch to Support Recipient View to toggle between them. The button label always shows where you are switching to, not the view you are currently in.
Use Carer View when allocating cover or checking whether a team member has capacity. Switch to Support Recipient View to verify that each client’s care needs are fully covered.
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.

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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.
Scan for amber events first thing in the morning to identify any visits from the previous day that were not completed and may need follow-up.

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Managing Events on the Schedule

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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.

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Drag and Drop

1

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.
2

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.
3

Move a visit to Unassigned

Drag any event card into the Unassigned section to remove the assigned carer while keeping the visit on the schedule. The visit will remain visible until it is reassigned.
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.

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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.

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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.

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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).
Filters are useful when you manage a large team and need to reduce visual noise on a busy schedule.