How do I create and book a repeating shift?

Created on:
September 9, 2022

For a repeating shift you can create a rolling schedule.

Start with clicking on the schedule (pick a date and a weekday you want to start your schedule with). Then fill in the the necessary information and click on Repeat at the bottom left corner.

The next step is to define the following:

- Which other weekedays the shift is going to be repeated on.

- How often this pattern will be repeated (every week, every other week, etc.)

- When the repetition will end.

The start date will be the same as the date you have picked in the first step. If you wish, you can change it together with the other settings.

Make sure you check the box next to Include bookings if you want the same employee to continue be booked on all the shifts in the roll-out.

The field Title is always prefilled, but we advise you to modify it so that it would be easier for you to identify the schedule later in the future.

Once you have done all that you can simply click on Roll out.

Schedule_3.png

Just as with single shifts you can first create a non-booked rolling schedule and assign the shifts to your team members later or you can create it and book it at the same time.

To book one or more users to a shift in an unbooked rolling schedule, you can either drag the shift and drop it onto a user you want to book, or click on the shift, press Book, and then select which user(s) should be booked. This is done by checking the boxes next to their names. Here, you can also choose whether the user should be booked for the individual shift or all shifts in the repetition.

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