A schedule is an event booked against someone or something: a client appointment, a staff meeting, a facility booking. It is not a rostered shift — shifts are who is working, and they live on the Shifts roster. The two are separate on purpose, and an event on this board says nothing about whether anyone is rostered to cover it.
The board groups events by what they are about — clients, users and facilities each get their own section, and a section collapses so you can read one group at a time. What you can see is bounded by the dates on screen and by your own access.
Opening an event shows the whole booking: what it is, when and where it runs, who is involved, the reminders set against it, and whether attendance has been recorded. This walkthrough only reads — to change an appointment, see Update appointments.
Step 1
Open Schedules
Schedules in the side menu. The board opens on the dates currently selected, so an event you expect may simply be outside the range on screen.
Step 2
Read the grouping
Events are grouped by what they concern: clients, staff and facilities each in their own section. The grouping is the fastest way to tell a client appointment from an internal booking.
Step 3
Collapse a section
Each section — Clients, Users, Facilities — collapses and expands, so you can read one group at a time.
Step 4
Open an event
Selecting an event opens its detail panel.
Step 5
Read the whole booking
Title, times, location, who is involved, and the reminders set against it. Reminders are stored as a number of minutes before the event, so the same booking can carry more than one — a day ahead and an hour ahead are two reminders on one event, not two events. If attendance has been recorded it shows here too: attended, partially attended, not attended or excused.
Step 6
Repeating events, and the ones that have not happened yet
An event can repeat — daily, weekly, every two weeks, or monthly, with weekly and fortnightly patterns choosing which days they land on. The board shows the occurrences of a series alongside ordinary events, and marks the ones that are still only a projection with a repeat icon: the series says they will happen, but no individual record exists for them yet. One gets its own record the moment somebody touches it — moves it, cancels it, records attendance against it. That is why an occurrence you edited stops carrying the icon, and why editing one occurrence does not disturb the rest of the series.
Step 7
Reading is not the same as being able to change
Recording attendance needs only read access, so most people who can see an event can also mark who turned up. Editing, cancelling and deleting are different: they need manage permission on that kind of schedule, and the buttons simply are not there without it. A missing Edit button is a permission answer, not a bug.
Step 8
Why an event might not be on the board
Check the dates first — the board shows a window, not everything. Then check which entity it belongs to; a facility booking is not in the clients section. Then check your access. And if you are looking for who is working, you want the Shifts roster instead: rostering and scheduling do not mirror each other.
Keep reading
Tutorial
Update a scheduled appointment
Change an appointment location, then update a recurring schedule with the intended scope.
Mobile appTutorial
Explore timesheets
Read recorded hours by pay period, and understand what Pending and Approved mean.
Web dashboardTutorial
Explore shifts
Find the shifts you need on the roster: by person, by span, by grouping.
Web dashboard