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Location rosters can be used to schedule internal staff training sessions alongside group activities and housing. By creating a location profile for the training venue, you can roster multiple workers to attend the same session.

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Setting up for training sessions

1

Create a location profile

Go to Maintenance → Location Profile and click Add Location. Enter a code and description for the training venue (for example, “TRAIN-HO” for “Head Office Training Room”), then click Save.
2

Add location details

Double-click the profile to open it and add the venue address and contact information. Click Save.
3

Create a location roster

Go to Operations → Location Roster and click Create New Location Roster. Select the training location profile and click Add.

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Rostering training sessions

Once the location roster is created, you can schedule training sessions using the multi person appointment feature.
1

Open the roster

Click View next to the training location roster to open the calendar view.
2

Create a shift

Double-click on the training date to open the Add multi person appointment window.
3

Set the details

Select the appropriate service, enter the training start and end times, and add any notes about the session.
4

Add workers

Toggle the Type to Worker, click Select, and tick the workers attending the training. Click Use Selected.
5

Save

Click Done to create individual shift line items for each worker.
If training sessions recur on a regular schedule, toggle Shift Repeats on when creating the shift to set up a recurring series.
For full details on creating and managing location roster shifts, see Group activity rostering.

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Running into issues?

See Scheduling troubleshooting for common errors and fixes.

Group activity rostering

Full guide to location roster setup and management

Creating new shifts

Create shifts in a client roster