Enable My Planner View for Staff

As a default when the Service Group Planner has been configured at company and staff level, they are available to Business owners and Admins.

Admins can also allow individual Staff to view and make changes to their own planners, subject to permissions.

Note: To start using and configure the new Service Group Planner, please read Understanding The Service Group Planner and for existing users of the Staff Planner, read Transitioning over from the Staff Planner to the Service Group Planner.

About the Planner

The Planner displays Company and Staff level capacity for current scheduled services by Service Item Group. As well as being helpful for walking services, the Planner is particularly beneficial to businesses that offer boarding, overnight and daycare services and operate within the remits of local authority legislation.  

The Planner also provides an expedited method of assessing the availability of Staff/Sitters to accept a service, where they have no work or are below capacity.

How do I Enable or Disable "My Planner" on a Staff's Interface?

• Toggle ON "My Planner View" to allow the Staff/Sitter to be able to view their own planner in their Staff Interface.
• Click "Update."

When the Staff/Sitter logs onto their interface, they can then view their own Planner.

Navigation: Scheduler > My Schedules > My Planner

• From the My Planner Page, the Staff/Sitter can now view their own Scheduled services.

Info: Further reading.....
Allow staff to amend/edit their own Planner
Transitioning from the Staff Planner to the Group Planner
Understanding the Group Planner
Understanding the Staff Planner