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Ad Hoc Carer Availability
Dec Norton avatar
Written by Dec Norton
Updated over a year ago

You can use the carer's schedule to input their scheduled availability for the system, but you can also input ad hoc availability for carers from either the roster or agenda.

ℹ️ Ad hoc availability will override any scheduled availability. This can be useful for temporary changes to a person's availability!

Click & drag for the area that you want to create the availability for and click on the box that appears. You can then either click on the availability tab at the top of the menu that appears, or hold "N", or "B" on your keyboard when clicking & dragging.

The following menu will appear:

Here you can choose:

  • Whether you are setting the carer as available, or not available.

⚠️ Using ad hoc availability to set a carer to not available will always restrict the allocation of bookings. Irrespective of any restrictions set.

  • The team(s) that the availability should apply to

  • When the availability should be set, including amending the date, time and duration

  • Any additional notes, for information relevant to the availability record. This will not be visible in the carer's app

Video walkthrough

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