Our roster and agenda screens are rather colourful. These colours are useful indicators of the current status and type of each booking. At a glance, these provide a fast insight into which bookings require further steps, what needs actioning, and what's going well.
Each booking has two different colours on the roster and agenda:
The underline (bar) colours indicate booking types
The background colours indicate booking statuses
Underline (Bar) Colours for Booking Types
The underline (bar) colour below each booking indicates its type, such as purple (by default) for personal care and orange (by default) for domestic care. If you navigate to Bookings → Types, you'll find a list of your booking types and their assigned colours. Clicking on a booking type here enables you to change the booking type colours as needed. For more information on booking types and their colours, read more here: Booking Types.
Background Colours for Booking Statuses
The background colour for each booking indicates its status, such as light grey (by default) for unallocated and purple (by default) for incomplete. If you navigate to Settings → Roster → Colours, you'll find a list of your booking statuses and their current colours, and you can change the hex codes for each booking status to suit your company's brand.
Throughout the day, the booking status may change, and its background colour will change accordingly with it whenever the roster screen next refreshes. You can enable auto-refresh in your roster settings too. Read more about the roster settings here: Roster Settings.
In the table below, you'll find the most common booking statuses, the default colour they appear on the roster and agenda (before they're changed), what it means for your office staff and carers, and the steps you'll need to take to resolve each one appropriately:
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(Dark Grey) Scheduled Booking - This booking has been mapped from the client's schedule onto the client's agenda but hasn't been generated yet and won't appear on your carers' rotas. To resolve this, you'll need to generate the booking. Read more about schedule entries and generating bookings here: Creating a Client Schedule / Generating Bookings. |
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(Light Grey) Unallocated Booking - The booking was generated successfully, but no carers have been allocated yet, meaning it's still appearing in the unallocated row at the top of the carer's view of the roster. To resolve this, right click on the booking and allocate more carers. Read more about allocating carers and rostering here: Roster (grid). Sometimes, bookings may be ad-hoc (one-off), rather than generated from the client schedule. Read more about ad-hoc bookings here: Ad Hoc Bookings. |
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(Teal Green) Partially Allocated Booking - At least one carer has been allocated, but still hasn't yet met the minimum number of carers required. To resolve this, right click on the booking and allocate more carers, in the same way you would if it were unallocated. |
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(Dark Green) Fully Allocated Booking - The booking has met (or surpassed) the minimum number of carers required and is ready for the carers to start checking-in. To resolve this, the carer will need to check-in via the carer companion app (or office staff must manually check-in on behalf of the allocated carers via the management portal) around its start time. Read more about checking-in via the carer companion app here: Getting Started with the App. |
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(Purple) Incomplete Booking - The booking is started but not yet complete, meaning at least one carer has checked-in, but not every carer has checked-in and checked-out yet, and won't be eligible for financials. To resolve this, all allocated carers must check-in and check-out via the carer companion app (or office staff must manually check-in and check-out on behalf of the carers via the management portal). Read more about incomplete bookings and manual completions here: Incomplete Bookings. |
(Light Blue) Unconfirmed Booking - The booking is complete but not yet confirmed, meaning the office staff will need to manually confirm (sign-off) the booking to make it eligible for financials. To resolve this, you'll need to manually confirm it. Read more about unconfirmed bookings and manual confirmations here: Confirming Bookings. |
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(Light Green) Confirmed Booking - The booking has been completed and confirmed, meaning it's eligible for financials. Depending on your roster thresholds, some bookings may be automatically confirmed when completed, while others may require manual confirmation by the office staff. Read more about roster thresholds here: Roster Thresholds. Your next steps will be to create your invoice runs and payroll runs as needed when you're ready. Read more about invoicing and payroll here: Invoicing / Payroll. |
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(Red) Cancelled Booking - The booking has been cancelled. Read more about cancelling bookings here: Cancel a Booking. When cancelled, you can choose if it's payable and/or billable, or not. You can also un-cancel bookings. Read more about un-cancelling bookings here: Un-Cancel a Booking. |
ℹ️ The above table shows the default colours for the most common booking statuses. If your colours have been changed in Settings → Roster → Colours, then they may not match the colours shown.