Setup to Manage Team Rosters

Make sure your rosters reflect your business's hours, services, and staff availability.

Organised rosters are vital for the smooth operation of a busy clinic. They ensure that opening hours are always covered by a treating practitioner and that availabilities are correctly displayed on your online booking platform. Rostered

Permissions Required

To set up and manage Rosters, the following permissions are required:

View/Add/Edit/Delete All Rosters (Default settings for Managers and Admins only.)
Team Members can be given permission to manage their own rosters.

Before setting up and managing rosters, ensure that a few key settings are configured properly. Proper setup will also help prevent common errors associated with incorrect rostering.

Preparation

Roster setup is typically performed during the Onboarding Checklist process, but you may need to edit or adjust these settings from time to time.

Setting Up Roster Types

To access and modify Roster Types, navigate to: Admin | Roster Types

Important: Ensure the roster type allows for bookings if you want time slots to be available for appointments. If “No Bookings Allowed” is checked in the Roster Type setup, those time slots will not be available for bookings. This setting is generally used for roles like Reception or Admin, where the team member does not offer services.

Checking Location Hours

When rostering a team member at a location, it aligns with the location’s operational hours. To verify and adjust the location hours:
In the Main menu, select Admin | Locations

Then select Edit from the Actions Menu, and Scroll to Opening Hours

Ensure that the location's hours are accurately set to match the desired roster. If the location hours are not aligned, an error will occur when attempting to roster a Team Member at that Location.

Online Bookings

As Rosters control when a team member is available to be booked online, review Online Bookings Setup to ensure you are prepared.

More information about Rostering, including Repeating Rosters and Series is located in the next article.