> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create a Client Roster

> Build and manage a client roster in Visualcare, including repeating shifts, worker selection, and shift cancellations

Watch the video walkthrough, then follow the steps below.

<Frame>
  <iframe src="https://www.loom.com/embed/b3d54d219da34c50a412382e33c5d0e7" title="How to Create a Client Roster" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16 / 9' }} />
</Frame>

<Steps>
  <Step title="Open the client's roster">
    * Go to the client's **Roster** tab.
    * If the client has never had a roster created, go to **Agreements** → **New Roster**.
    * If a roster already exists, go to **Rosters**, then double-click the roster to open it.
  </Step>

  <Step title="Add a new shift">
    1. Navigate to the day you want to roster.
    2. Double-click on the day to create a new shift.
    3. Enter the shift details:
       * Select the **Service**.
       * Add the **Start** and **Finish** time.
       * Choose the **Worker**.

    If you're unsure which worker to assign, leave the shift as **No Carer Assigned**, or click **Worker Select**.
  </Step>

  <Step title="Use the Worker Select button">
    The **Worker Select** tool helps you find the best worker for the shift using filters such as:

    * Gender
    * Role
    * Availability
    * Distance from client
    * Required compliance items

    Once you've found a suitable worker, click **Select**.
  </Step>

  <Step title="Add notes and set up repeating shifts">
    * Add any important **Shift Notes** for the worker.
    * On the right, toggle **Shift Repeats** ON if the service is ongoing.

    You can set repeats:

    * Daily
    * Weekly (e.g., repeat every 2 weeks for a fortnightly roster)
    * Monthly

    If selecting multiple days of the week, click **Create Individual Series** to generate separate repeating series.

    Set how long the shift should repeat by:

    * Number of repetitions, or
    * An end date

    Click **Done** to add the shift(s) to the roster.
  </Step>

  <Step title="Edit or manage existing shifts">
    Single-left-click a shift to edit it:

    * **Edit Appointment** → edit only that shift
    * **Edit Series** → edit all shifts in the series

    Right-click for more options:

    * Edit series from here forward
    * Delete series from here forward
    * Delete a single shift
    * Mark shift as on leave
    * Mark series as on leave
    * Show history
    * Duplicate shift
  </Step>

  <Step title="Cancel a shift">
    1. Right-click the shift and choose **Mark This Shift as On Leave**.
    2. Select the **Leave Type** (e.g., Cancelled Shift).
    3. Choose the **Leave Code**:
       * Use the service code if charging the client
       * Choose **No Code** if not charging
    4. Enter the percentage to charge (e.g., 100% or 50%).
    5. Set **Pay Hours**:
       * Leave as normal if paying the worker
       * Set to 0 if the worker is not being paid

    Click **Save**. The shift will turn the designated cancelled colour.
  </Step>

  <Step title="Use roster tools">
    At the top of the roster you'll find additional tools:

    * **Budget** - Displays budget details from the client's agreement
    * **Add Client Leave** - Block the client out for a period of time
    * **Deleted Shifts** - Reinstate previously deleted shifts
    * **Delete Roster** - Remove a roster

    <Tip>
      If the client is no longer receiving services, mark the roster as **Completed** instead of deleting it.
    </Tip>
  </Step>
</Steps>