Visit Scheduling (Rota)

Build and manage the weekly rota — assign carers to client visits, handle double-up (two-carer) visits, and keep an eye on unfilled or clashing shifts.

Where to find it: Care Management → Visit Scheduling

Schedule a visit

1. Go to Care Management → Visit Scheduling.
2. Choose the week and the client or carer you want to schedule.
3. Create a visit, set the date, start and end time, and assign a carer.
4. Save — the visit appears on the assigned carer's mobile app.

Set up a two-carer (double-up) visit

1. Create or open a visit and mark it as requiring two carers.
2. Assign both a lead and a support carer.
3. On the mobile app each carer picks their role at clock-in; the visit completes only when both have clocked out.

Tips & good to know

• Staff photos and initials show on the rota columns so you can scan assignments quickly.
• Watch for unfilled visits highlighted on the rota and reassign them before the day begins.