Ad Hoc Bookings
David McDougall avatar
Written by David McDougall
Updated over a week ago

You are able to create ad hoc bookings from either the roster or the agenda. This allows you to create one time bookings without having to create a schedule entry first.

First choose the person you wish to create the booking for, this can either be a carer or client and click and drag on the roster or agenda for the relevant time before clicking the green box that appears and selecting booking from the menu.

You will then need to select the booking type and the team(s) that the booking will be a part of before clicking create. (Don't worry, you can update more settings afterwards!)

Once you click create, you can fill in the rest of the form to adjust:

  • The times, including the date, start time, duration and finish time. Adjusting the finish time will alter the duration)

    • Apply any time restrictions

  • Select the client/carer(s) depending on the booking type chosen

  • Add the booking to a round

  • Minimum number of carers

  • Carer notes

  • Allow overlapping

Click create to finish creating the booking.

ℹ️ Any bookings created ad hoc will never happen again, you will need to create them this way each time.

Video walkthrough

Did this answer your question?