Basics to Best Practice Masterclass #3 - Generating Bookings and Rostering

 

Donovan Fourie covers one of CareLineLive's core functions, rostering. focussing on:

  • Generating bookings in bulk for all clients across a chosen date range
  • Resolving common conflicts and issues preventing bookings from generating successfully
  • Updating schedule entries while generating to prevent issues and conflicts from arising next time
  • Choosing the most suitable view for your roster: carers, clients, and overview
  • Configuring the roster settings to your way of working
  • Handling multiple bookings in one go from the roster
  • Allocating carers to and cancelling bookings
  • Differentiating between the tabs in the booking window
  • Overlapping bookings that clash on the roster
  • Utilising the bulk update tool to update and delete multiple bookings at once