Availability
The Availability feature allows you to record when your clients are available to receive service, or your employees are available to work. When scheduling a Client or Caregiver who is not available warnings can be generated on the schedule.
The Availability tool is found under the "Scheduling" drop down menu on the ribbon for Clients, Caregivers and Office Staff in the Relationship Management Module.
Use the panels on the right of the screen to record availability. Click on the Add tool to add new Availability rules. Click Edit to change an existing rule. Click Save
to see the rules in the Availability grid.
Types of Availability:
Working Days | Record the days of the week the Caregiver is available to work. Example: If a Caregiver never wants to work on the weekend, you would choose Saturday and Sunday to NOT be workdays. |
Day Specific Availability | Record the time of day the Caregiver is available to work. Example: Every Tuesday, the Caregiver is only available from 9:00am to 5:00pm. Note: Day Specific Availability takes precedence over Working Days. |
Date Specific Availability | Record when a Caregiver is available on a specific date. Example: On May 1, the Caregiver is only available from 9:00am to 1:00pm. Note: Date Specific Availability takes precedence over Day Specific Availability. |
You can also highlight blocks of time in the calendar and use the context menu (right click on the selected block) to set Date-Specific availability.