Group Planner Settings

The Group Planner is a useful tool for businesses to plan, maintain and track their daily capacity levels and workloads at a company level, staff level and Service Group level.  

For businesses such as boarding or daycare, the planner can provide Admins and businesses owners with a useful interface to not only instantly view capacity for Staff and Service Groups with the assistance of Color Coding, but also view scheduled services alphabetically, check-in and out of services, access a client's account and invoices and even provide Service Reports straight from the Planner.

Note: To enable these additional features of the Planner, firstly access the General Planner Settings.

How do I Set up the Group Planner?

Navigation: Admin > Settings > Planner Settings >Group Planner Settings

From your Group Planner Settings you can decide which service item groups you wish to display or "Track" and are available on your planner to identify which services are at, or are over capacity. 

• ITEM GROUP: Your Service Item Groups
• TRACK: Toggle ON to add a service item group to the Staff and Group Planners and display a total count of all scheduled services. 
• STAFF: Click "Configure Staff". Here you can access the Service Item Group tracking for individual staff/sitters and also enable the Check-in/Out feature. 
• COMPANY CAPACITY: Displays the total company capacity for the service item group
• ADD TO GROUP TOTAL: Only visible when "Use Add to Staff Total" is Toggled OFF in General Planner Settings. Adds the Service Group Totals to the Company Planner Totals.

Click "Update."

Tip: Further reading....
General Planner Settings
Understanding the Group Planner
Staff Planner Settings
What is a Resource Cost?
Set Up Services to Show in the Planner