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!
Don’t let an ISP or POS expire unknowingly ever again. Use QSP’s automatic notifications to alert you and your team of the upcoming expiration. This tutorial details how these are setup, and can even include multiple alerts at any frequency you choose (ie 60, 30, 15… days before). The important thing to remember is that for each person you want to be alerted of these notifications, they must be added as a contact the appropriate client contact list. Just like HR notifications, these email notifications can be maintained within Utilities. Get alerted!
There will always be that next staff meeting, big training, or event that staff are going to need to attend, and, if we pay them to attend, we need an easy way to calendar it. Lucky for all of us, with QSP all you need to do is create one appointment and assign all relevant staff to it, rather than scheduling the same appointment as many times as you have staff. This same functionality works if, for some reason, you need to assign multiple employees to work with one client. Watch the video and learn how this is done!