Bank Holiday Closure Notice:  We will be closed on the 3rd April for the Easter bank holiday, so our customer service team will not be available on this day. If you need to get in touch, you can still use our customer contact form and we will get back to you as soon as possible. Even better, Margo will still be available on our phone lines to help with your queries whenever you need support. We hope you have a lovely Easter weekend 🐣

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    Domiciliary Roster Assigning Client Visits

    This guide will cover the visits for your client.

    Please follow the interactive guide below, a written guide is also available at the bottom of the page.

    Written guide

    1. Ensure you are on the Draft Plan option. This ensures the changes you make will be applied across multiple weeks.
    2. Open the Display Options drop-down menu.
    3. Ensure Show Visits is toggled on.
    4. Now you can see the visits, simply drag them onto the staff member’s cell that is available during the same time as the visit. You can see the availability of the staff member by looking at the bar at the bottom of their cell.
    5. Select Publish and then Publish to Plan once you are happy with your visits.