Overlapping allows a carer and/or a client to have multiple bookings at the same time. This can be useful where either multiple carers are attending the same client for different lengths of time or even different booking types.
The overlapping rules can be applied either to bookings on an ad hoc basis, or to schedule entries to allow you to overlap them consistently.
ℹ️ The overlapping option selected will need to be enabled on both bookings/schedule entry allow the bookings to overlap. If only one, or neither are overlapped, you will get a clashing booking warning.
Types of overlapping
There are two types of overlapping that can be used. These can both be used independently of each other so you don't have to enable both if you don't want to!
Client overlapping
Client overlapping allows the client to have multiple bookings at the same time. This can be for carers coming in for different times, different durations or even different booking types.
Carer overlapping
Carer overlapping allows a carer to have multiple bookings allocated to them at the same time. This function was initially added with a very specific purpose, for example two people requiring care in the same location that one carer could complete with one booking for both.
⚠️ This is not recommended because it can cause severe scheduling clashes if not monitored properly.
Enabling overlapping
Schedule entries
Enabling overlapping within a schedule entry allows you to generate overlapped bookings consistently. You can either create a new entry, or edit an existing entry by double clicking and scrolling to the bottom and enabling the overlapping options necessary.
If enabling overlapping for a client, make sure that the first entry is overlapped before you create the second to prevent a clash!
Bookings
If the overlap is for a one off instance, you can enable it within an existing booking. Double click on the booking, before clicking into the overlap options in the bottom right corner. Select the options you need before saving.
