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How to set up rotating and future-dated schedules for team members

Create rotating schedules, and adding upcoming schedule changes in advance

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Written by Jadzia Frith

Pogozo now makes alternating and future schedules simple!
This guide covers creating schedules that change in a regular pattern - like a fortnightly rotation - and hours that need to change from a specific date in the future.

TIP: If you're looking for how to create a regular team member schedule see our how-to guide Creating or changing a practitioner's schedule.


Setting up a fortnightly, 3-weekly or 4-weekly schedule

This section is for practitioners whose hours alternate over two, three or four weeks.

Go to My Team and click on the team member's name,

Then select Schedule.

Under Schedule repeats, choose the pattern that matches the practitioner's roster — Weekly, Fortnightly, Every 3 weeks or Every 4 weeks.

Choose a Week 1 starts date. This anchors the whole rotation, so pick any date that falls in the week you want treated as Week 1. A helper note under the field confirms which week you've landed on.

Fill in Week 1. For each day, choose a Location, then set a Start time and End time. Click Add Shift if the practitioner works more than one shift on the same day.

Fill in the columns for Week 2, and Week 3 or Week 4 if you've chosen a longer rotation, the same way. Each week's heading shows its next real date so you can see exactly which week you're editing.

Click Save changes.

Once saved, the calendar automatically shows the right week's hours as time passes. Clients booking through the Pogozo App or your online booking links only ever see the practitioner's real availability for that week, so an alternating pattern is respected automatically.


Scheduling a change to a team member's hours in advance

Rather than waiting until a schedule change takes effect, you can set it up now and choose the date it starts. The current schedule keeps running until then, and the new one takes over automatically.

Go to My Team and click on the team member's name, then select Schedule.
At the top of the page you'll see a Current schedule card showing when it started and when it ends, or Indefinite if there's no end date.

Click Add new future schedule.

In the Future schedule dates dialog, set the Starts date. This needs to be at least tomorrow.

Choose Indefinite if the new hours should run permanently, or Until and pick an end date if they're temporary.

If you've picked an end date, choose what happens afterwards - Revert back to the current schedule or Revert to no schedule.

Click Continue.

TIP: While you're in the future schedule editor, click Edit dates at any time to change the start or end date, or Cancel to discard it and go back to the current schedule.

Fill in the days, locations and shift times the same way you would for a normal schedule. You can also set a rotating pattern here if the new hours alternate week to week.

TIP: If the new schedule is similar to the current one, click Copy current schedule to fill the week grid with a copy of the existing shifts, then adjust what’s changing.

Click Save future schedule.

The new schedule takes effect automatically on its start date, across the calendar, the Pogozo App and your online bookings, so there's nothing to do on the day itself.


Viewing, editing or deleting a scheduled change

Any schedule changes you've queued up appear under Future schedules, below the main schedule editor.

Each entry shows its start date, its end date if it has one, and its status. Click Edit to open it in the schedule editor, or Delete to remove it.

IMPORTANT: Deleting a schedule can not be undone. You'll be asked to confirm before deleting.

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