How to create a rota?
Rotas need to be set up for all practitioners in order to enable their availability. If no rota is set for a practitioners they will not be able to be booked for any treatments.
To create a rota you must have created your practitioners first. To do this go to Settings > Practitioners > Add practitioner.
To add a Rota, go to Settings > Practitioners > edit > Rotas > Add new rota.
You can enter a 'Date range'. To do this press 'Date range' and choose the date range of how long you want the rota to run. You must enter in a start date however, you can leave the end date of the date range blank if it is a continuous rolling rota. If it is not a continuous rolling rota, then you can select a date for the rota to end on the date range option.
You must enter how many weeks this rota alternates on. If it is the same rota each week, keep the 'Repeating weeks' at '1'. If the practitioner works on bi-weekly rotas, 'Repeating weeks' should be '2'. (Proceed to 'REPEATING WEEKS' to see this feature in more detail)
To create shifts for each day, select 'Add slot' and typing in the start and end time of the shift. (See Image 2)
These times can be deleted by pressing the 'x' option next to the shift. Press 'Create' when complete.
Select 'Breaks on a rota' step to see how you can implement the breaks into your practitioner's rota.
You can edit or remove the rota by selecting the three dots next to the rota. You can 'Edit' and this will allow you to edit the existing rota, if you make any changes select 'Save changes' so they are applied to the rota.
Once all rotas are set up you can manage your rota. To view this guide press 'MANAGING A ROTA'.