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Week (the default) or Month, switched in the bar beside the filters. Month chips stay short. Week cards add the full day type, hours, doctors, staff fill, and a conflict or incomplete line. Clinics, Day type, and Status each start on View all; turning View all off clears that menu (the label says None). Days in the viewed month are light gray, and days before today fade. The Away pill on a day lists the doctors and staff who are off. Search a person for Edit, See schedule, or Add Time off. Click a clinic to open Schedule → Staff.
Schedule
Doctors, Staff, Auto schedule, and Stats. On Doctors, View by switches between a row per doctor and a row per clinic. On Staff, View by Days picks a day and shows a card per clinic; View by Locations picks a clinic and shows its five weekday cards. In Days, the day chips sit under Week/Month, then Hard warnings for current week and Soft warnings for current week. A warning pill is one clinic on one day. History weeks, before this Monday, are view only. The ✎ button beside a person’s hours adds a short note for that day (such as “Bring keys, opening alone”). It shows on their link and calendar after you publish.
Stats
In the Schedule section. Doctor and Staff show days worked by month or year, with location and position breakdowns. For Nerds has charts and extra numbers; each card has its own ?.
Time off
The number beside Time off in the menu counts pending requests. A month calendar on top: bars are colored by type, striped while pending and solid once approved. Show Pending, Approved, or Declined, and switch Doctors and Staff on or off. Click a bar to see it and approve or decline. Below are Pending requests, Approved time off (with Edit), and History. + Add request files one for someone. Settings opens Settings → Employee app, where you set how many weeks’ notice staff need for Vacation and Leave, and whether late ones are blocked. Shift swaps and give-aways from employee links are approved here too.
Settings
At the bottom of the menu, above Help. Scheduling setup: Master template, Positions, Doctor rules, and Staff rules. Admin: Users & access, Data & recovery (backups, restore points, and clear shifts), and About (the commit this copy was built from). Doctor rules gives each doctor a card for days per week and work rules. Balance rules stay on that page.
People
Roster and constraints. Edit opens Profile, Time off, and Work rules tabs. Time off requests for everyone are on the Time off page. Doctors have one position; days per week and where they can work are on Settings → Doctor rules. Staff keep positions 2–4, allowed locations, availability, and personal rules. See schedule opens that person’s month, quarter, or year. The schedule link sits on the edit card, next to email.
Employee app settings
Editors only, under Settings. Everything staff and doctors see and can do on their personal link, on one page: whether they see their schedule and the full schedule, how far ahead, time off requests and their rules, shift swaps, clock in (with each clinic's location), and PINs on new links. The clock-in switch and each clinic's location stay on this page. The summary at the top shows what is on. Each change saves right away, with no publish needed. The Settings buttons on Time off and Employee App open this page.
Users & access
Editors only, under Settings. Invite someone by email as an Editor or View only, change their access, resend an invite or a password reset, or remove their login. You cannot change or remove your own.
Employee App
Editors only. Team announcements puts a message at the top of everyone’s link (or only staff’s or doctors’) right away, without publishing, until its Show until date; it can also be emailed and sent to phones. Take down removes it. Phone and calendar links for active people: each row has Copy phone link, and Manage opens that person's calendar link, Rotate calendar link, PIN, Reissue and Revoke. The employee card only shows the link, copies it, and has Manage in Employee App. After Create or Reissue, a popup offers to email the link to the address on their card (Manage → Email link sends it again). The PIN is never emailed. Filter by clinic or “no link yet”, create the missing ones, or copy names and links into a sheet. Employees can see full schedule lets a personal link open the whole published schedule, not only that person’s shifts; Allow or Deny on a person overrides it. Shared calendars gives one subscribe link per location, a Pedo doctors calendar, and a Vacations calendar. The Clock tab is who is in now. Clock review opens from there. Marking someone as leaving turns off their link unless you untick that. View-only accounts do not see this page.
Clock review
Editors only, opened from Employee App. One day at a time: the shift that was expected beside each punch, and flags in plain words (away from the clinic, no location, no shift, a different clinic, or a clinic with no location). A correction is a new row. The original punch stays. When a clinic has no location, the page links to Employee app, where the clock-in switch and clinic locations stay. Doctors do not see Clock in on their link.
Help
This guide — setup order and where each tool lives.
