Follow these steps
Step 1:
From the left navigation menu, click on Scheduler.
Step 2:
In the top-right corner, click on the dropdown arrow next to + Shift, then select “Add in Detail” or “Add Quickly“.
Step 3:
Enter the required shift information, including the client, employee, shift date, shift time, service, and any other mandatory details.
Step 4:
Ensure that the Publish Shift checkbox is not selected.
Step 5:
- Click on Create Shift.
Result
- The shift will be saved as a Draft and will not be assigned or published to the employee. You can edit the draft shift and publish it at a later time when it is ready.
Notes
- Draft shifts are visible only within the Scheduler and are not sent to the assigned employee.
- Employees do not receive any notifications for draft shifts.
- A draft shift can be edited at any time.
- Once you are ready to assign the shift, open the draft shift, enable the Publish Shift option, and update the shift to publish it.