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Planning Shifts
Add a booking or create a shift (Branch screen)
Add a booking or create a shift (Branch screen)

How to create a shift on the branch screen

Elizabeth Gunn avatar
Written by Elizabeth Gunn
Updated over a week ago

Go to Plan > Shift Allocation (Branch) 

Step 1: Select (+) icon on the day you would like to create a booking.

Step 2 : Select the Client, Site and shift template of the booking, as well as the planned start time. You can also enter how many workers you need.

Step 3: To extend this booking across the week click the link titled 'Create the same shift on multiple days'. Select the additional days you would like to create this booking for. The selected days will appear in green on the calendar. 

Step 4: You can also choose to enter an expected stop time and job number if relevant.

Step 5: Once all your information is added, click the blue 'create shift(s)' button

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