It’s vital that every shift on the QSP calendar is accurate, especially with appointments that are shared: One worker : Multiple clients. When a change needs to be made to an existing shared shift, QSP prompts you to choose if you want to save the edit for all linked client shifts. So, if client A and B share staff C from 8p-8a, and you replace staff C with staff D, QSP wants to know if staff D is serving both client A and B like the shift was setup. If YES, it will update the shared shift appropriately. If NO, staff D is not serving A and B, then QSP will adjust the service type from 1:2 to 1:1. If edited from client A’s calendar view, then staff D will stay linked to A, while client D will display an un-staffed appointment. Watch to see this in action!
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In situations where two clients are frequently associated with one another, especially if they share staff, linking client profiles together in QSP can be a huge help! When scheduling Shared appointments, instead of having to scroll through a comprehensive list of clients to link that shift too, having clients linked by their profile will make that task more inviting!