Our system is designed for scheduling helpers for shifts \u2013 it may not address the needs of setting up clients, unless they are fairly simple. \u00a0<\/p>\n
Some users use\u00a0Categories<\/a>\u00a0to designate which client a shift is related to. This allows you to run reports on client hours and shifts and to filter the schedule views to view only that Category or client. \u00a0Once your categories are added, you can\u00a0set which shifts apply to that Client\/Category<\/a>.<\/p>\n Some users prefer to set up clients as Positions – which allows you to set each helper as to whether they can work that type of client’s shift.<\/p>\n <\/p>\n manage our clients<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Our system is designed for scheduling helpers for shifts \u2013 it may not address the needs of setting up clients, unless they are fairly simple.…<\/p>\n