Easily copy weeks or set up so your worker can book the visits.
How to use copy week?
If you regularly schedule support workers, the copy week feature is a valuable tool to streamline your booking process. This function allows you to easily "copy and paste" a week of previous visits and apply them to future weeks, saving you time and effort.
You will need to have set up a week's worth of visits to be able to use the copy week function
- Go to your Visits tab
- Toggle to the week you would like to copy
- Select Copy week
- On the pop up you can make changes to the visits being copied. Which workers, if you want to include the mileage/expenses and how many weeks you want to copy to
- Select Copy week
Allowing the worker to book visits
If you are struggling to find the time to book visits, there is also a feature that enables you to allow one or more of your workers to book their own visits.
You will need to manually approve these visits before each Monday at 11.59 pm, for workers to be paid in the next pay round.
Manual approval helps to make sure you are still aware of what is being completed and paid for each week.
To access this feature, click on ‘Workers’ on your menu tab, under each worker, there will be a toggle to 'Allow worker to create their visits' you will need to slide this to show green.
