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See EveryShift and Appointmentin One Comprehensive View

View all therapist working shifts alongside their booked appointments side by side — the essential view for daily briefings, resource planning, and shift handovers.

play_circleГледайте урока

See Every Shift and Appointment in One Comprehensive View

View all therapist working shifts alongside their booked appointments side by side — the essential view for daily briefings, resource planning, and shift handovers.

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Урок · ClinicSoftware.com
work_historyDiary & Shift View
DIARY — SEE EVERY SHIFT AND APPOINTM 📋 See Every Shift and Appointment in O ne Comprehensive View View all therapist working shifts alongside their booke Access 24/7 Status Live ✓
open_in_newПреглед на всички уроци в YouTube
At a Glance
The shifts view shows which staff are working when, so appointments are only booked into real working hours. ClinicSoftware.com ties shifts to the diary and online booking, so availability always reflects who is actually rostered.

What does the shifts page do?

The shifts page sets and shows each staff member's working hours, which drive booking availability. Clients can only book within a rostered shift. ClinicSoftware.com keeps shifts and the diary in step.

Why link shifts to booking?

Tying availability to shifts stops appointments landing outside working hours or when nobody is on, which prevents cancellations and keeps the schedule realistic.

Frequently Asked Questions
What does the shifts page do?
It sets staff working hours that drive booking availability. ClinicSoftware.com keeps shifts and the diary in step.
Why link shifts to booking?
So appointments only land in real working hours, preventing clashes and cancellations.
Does it update online booking?
Yes. Clients can only book within rostered shifts.
Can shifts vary by day?
Yes. Each staff member's shifts can differ by day and be adjusted anytime.
How It Works in ClinicSoftware
01
Set each staff member's shifts
02
Link shifts to the booking diary
03
Availability follows the roster
04
Adjust shifts as needed

The Appointments Shifts Page overlays the working rota with the live appointment diary in a single unified view. At a glance you can see who is on shift, what they are booked to do, and where gaps in the schedule exist. Filter by date range, branch, or individual therapist. This view is the recommended starting point for your morning briefing, your end-of-day handover, and any weekly resource planning discussions.

Как работи
01
Navigate to Diary then Shifts View, or go to Rota then Appointments Shifts.
02
Use the date and week navigation controls to move to the day or period you need to review.
03
Apply filters to narrow the view by branch or by individual staff member.
04
Click any appointment block to open a quick-edit panel without leaving the shifts view.
05
Export the current view as a print-ready PDF for shift briefings or team planning packs.
Ключови характеристики
work_history Combined rota and live diary view
work_history Day and week date navigation
work_history Branch and therapist filter options
work_history Appointment detail quick-edit panel
work_history Visible booking gap identification
work_history Print-ready PDF export
work_history Multi-column staff layout
work_history Shift start and end time display
Професионални съвети
lightbulb Make this view the standard opening screen for your daily team briefing — it shows everything relevant in one place.
lightbulb Filter to a single therapist before a one-to-one review conversation to contextualise their booking history.
lightbulb Export the following week's shift view every Friday afternoon for the weekly planning discussion.
lightbulb Persistent empty afternoon slots for the same therapist every week is worth investigating in a performance conversation.
Feature Illustration
imageAppointments Shifts Page
APPOINTMENTS SHIFTS PAGE9:0010:0011:0012:0013:0014:0015:0016:00EmmaLisaД-р КейтMikeAnnaRota + Diary combined · Multi-branch · PDF exportFEATURE PREVIEWLEARN MORE
Feature illustration