How To Add A Schedule

Introduction

The Schedule feature on StoriiCare is designed to help users effortlessly plan and organize participant or staff attendance and transportation. It allows users to pre-schedule each participant's arrival and departure times, as well as their transport needs, if necessary. The Schedule feature also connects to the Register, displaying a participant’s expected attendance there on a daily basis. With this tool, scheduling becomes streamlined, providing a clear and organised overview of daily operations.

Instructions for Using the Schedule Feature:

1. On the StoriiCare Dashboard, select Schedule.

   

2. Select Attendance and click Add.
   

   

3. In the date box:

   • Choose the arrival date and time.

   • Select the leaving date and time. The arrival date and leaving date will be the same with the exception of overnight care.

   • Click Next.

     

4. Transport Options:

   • If transport is not required, click Next.

   • If transport is required, toggle the switch to activate transport options.

   • Enter pick-up and drop-off times for Arrival Transport and Leaving Transport if applicable, then click Next.

     

5. Schedule Frequency:

   • For a one-time schedule, select Not Recurring from the drop-down menu.

   • For recurring schedules, choose Weekdays to easily schedule attendance for multiple days within a week.

   • If the schedule should recur until a specific date, toggle on Recurring Indefinitely and set the end date using the calendar drop-down.

   • If the schedule is recurring for only one week, click Next.

     

6. Tags: To assign a tag to this schedule, select from the drop-down menu. If a new tag is needed, follow this page on how to add it. Tags are optional, but can be helpful for organizing schedule entries and displaying important information. When viewing the Schedule you can filter by Tags to see all participants with ‘Hairdresser’ appointments, for example.

   

7. Assigning Participants and Staff:

   • Click the No Residents box to open a drop-down menu where you can select one or multiple participants.

   • Selected participants will show a ✔ symbol and a green band by their name.

   • Use the search bar to find participants by name or group tags for those already assigned to a group.

   • Once selected, click outside the box to close the list.

     

8. If needed, add a note to the schedule.

9. Click Save to complete the schedule setup.

Conclusion

With the Schedule feature, organizing participant attendance and transportation is simple and efficient. This tool enhances planning, ensuring all details are managed in advance, creating a more structured and reliable experience for both participants and staff.

Need More Help?
If you need further assistance, you can schedule a support call by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.