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Scheduling
Fill the week, find the gaps and change many sessions at once.
11 guides, 66 answers and 1 video. Search everything

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Guides
- See your week at a glanceRead the Scheduling grid by person, by child or by venue, move between weeks and narrow the grid.Step by step · 6 answers
- Find the gaps in the weekUse the alert chips and filters on Scheduling to spot anyone with nothing booked and anything left unplanned.Step by step · 5 answers
- Book a session in SchedulingAdd a single booking, a repeating one, a group booking or a whole week copied from the last.Step by step · 6 answers
- Change the week when plans changeEdit, cancel or restore a booking, record leave, and put back anything removed by mistake.Step by step · 6 answers
- Change several sessions at onceTick sessions on the Scheduling grid, then cancel, restore, retime, hand over or move them in one go.Step by step · 7 answers
- Approve the week plansRead each week sent in for sign-off, then approve it or send it back with a reason.Step by step · 6 answers
- Set the planning rulesChoose whether a missing venue or goal stops a plan being sent, and how far ahead plans can be prepared.Step by step · 6 answers
- Read the capacity screenSee where there is room, who is free, and whether the service could take more work.Step by step · 6 answers
- Track meetings and meet and greetsSee which multi-agency meetings were attended, log a new one, and follow each first meeting to sign-off.Step by step · 6 answers
- Set your closed daysAdd inset days and closures, and say which bank holidays you work, so reminders and chases stay quiet.Step by step · 6 answers
- Run the pickups boardMark each collection as done or missed, watch the deadlines and keep the people we tell up to date.Step by step · 6 answers
Questions people ask
Why can I see Scheduling but not change anything?
You have been given it to look at, not to edit. Only managers and admins can add, change or cancel sessions.
More in “See your week at a glance”How do I get back to this week?
Choose This week beside the week arrows. It always returns to the current week.
More in “See your week at a glance”Why has a young person disappeared from the grid?
A search or a filter is probably on. Choose Clear filters and the row will come back.
More in “See your week at a glance”Can I see cancelled sessions?
Yes. Tick Show cancelled. They appear crossed through, and you can restore them.
More in “See your week at a glance”Does a change here change the mentor's Planner?
Yes. Both screens read the same bookings, so the change shows in their Planner at once.
More in “See your week at a glance”Can I send someone a link to exactly what I am looking at?
Yes. The week, the view and your filters are kept in the address. Copy it from your browser and send it.
More in “See your week at a glance”Why does a mentor show as having no sessions when they are on leave?
The chip counts bookings, not availability. Someone on leave still appears if they have nothing booked.
More in “Find the gaps in the week”How do I find who has no session booked?
Press the chip for young people not booked. The list names each one and links to the place to book them.
More in “Find the gaps in the week”What does not planned mean?
The session is booked, but the mentor has not yet filled in the plan for it.
More in “Find the gaps in the week”How do I fix a session with no venue?
Press the no-venue chip, then Set venue on that line. Choose the venue and save.
More in “Find the gaps in the week”Can I see the gaps for next week?
Yes. Move to next week with the arrows and read the chips again. They always describe the week on screen.
More in “Find the gaps in the week”Why can't I book into yesterday?
Scheduling does not book into a past day. Open the session itself from the record if you need to correct something that has happened.
More in “Book a session in Scheduling”What does Book anyway do?
It saves the booking even though the form warned you, for example about leave or a clash. Both then sit on the Planner.
More in “Book a session in Scheduling”Can I book the same young person twice on one day?
You can, if it is a session of another kind. An exact duplicate is refused, and the message names the one that already exists.
More in “Book a session in Scheduling”How do I book the same session every week?
Set Repeat to weekly on this weekday and choose an end date. Check the list of skipped dates after you save.
More in “Book a session in Scheduling”What happens to Clone if the mentor was on leave last week?
Nothing was booked to copy for those days, so nothing is copied. It tells you how many it did copy.
More in “Book a session in Scheduling”Who sees the booking once I save it?
The mentor sees it in their Planner straight away, with a prompt to plan it.
More in “Book a session in Scheduling”Can I undo a cancelled session?
Yes. Press Undo straight after, or tick Show cancelled and restore it. Recently removed keeps 30 days.
More in “Change the week when plans change”What happens to the room when I cancel?
It is released, so someone else can book it. If you restore the session, the room may need booking again.
More in “Change the week when plans change”Why won't it let me cancel this session?
It already has a write-up, or its week has been sent for approval. The message on screen says which.
More in “Change the week when plans change”How do I cancel everything for half term?
Press Cancel sessions between dates. Choose the dates, read the list, give a reason, then confirm.
More in “Change the week when plans change”Does cancelling tell the young person or their school?
Cancelling in Scheduling does not send an email itself. Contact the people involved in the usual way.
More in “Change the week when plans change”How do I record that a mentor is off sick?
Use the leave button on their row, or Mark day from a box in the grid. Choose sick as the reason and save.
More in “Change the week when plans change”Why can't I tick anything on a past day?
Past days are not offered. Change a session that has already happened from its own record.
More in “Change several sessions at once”Why was one session left alone when I cancelled ten?
Each one is checked separately. The summary names it and gives the reason, such as a write-up already filed.
More in “Change several sessions at once”What does it mean that the week has been submitted?
The mentor sent that week for approval, which freezes it. Return the week to them, then try again.
More in “Change several sessions at once”Can I move sessions into the past?
No. Move to date only accepts today or a later day, and refuses anything earlier before changing anything.
More in “Change several sessions at once”Who can hand sessions to another mentor?
Only managers and admins. Anyone else is told to ask one of them.
More in “Change several sessions at once”I cancelled by mistake. Can I get them back?
Yes. Press Undo in the summary, or tick Show cancelled, tick the sessions and choose restore.
More in “Change several sessions at once”Is there a limit to how many I can change?
Yes, 100 at a time. If you tick more, nothing is changed and you are asked to untick some.
More in “Change several sessions at once”Why is the queue empty when a mentor says they sent their week?
It probably still needs the DSL's approval first. Only weeks the DSL has approved reach this queue.
More in “Approve the week plans”What happens when I approve a week?
The plan is locked and the week is signed off. The card leaves the queue.
More in “Approve the week plans”Can I reject without a reason?
No. A reason of at least four characters is needed, and the mentor sees it.
More in “Approve the week plans”Where do I approve many weeks quickly?
On Scheduling, where the same queue shows above the grid. Tick the weeks or choose Select all, then approve.
More in “Approve the week plans”Why can't I change sessions in a week that is waiting?
A week sent for approval is frozen. Approve it, or reject it back to the mentor, then change it.
More in “Approve the week plans”What does the expense total mean?
It adds up the estimates the mentor gave for that week. It is an estimate, not a payment.
More in “Approve the week plans”What is the difference between Stop it and Remind them?
Stop it blocks sending until the gap is filled. Remind them says what is missing but lets the person send anyway.
More in “Set the planning rules”Who can change the rules?
Managers and admins. Other roles see a message that there are no rules to show.
More in “Set the planning rules”Does a change affect the Android app?
Yes. It applies on the website and in the app at once, to everyone in your organisation.
More in “Set the planning rules”How do I see who changed a rule?
Every change is recorded with who and when. Ask an admin if you need the history.
More in “Set the planning rules”What does 0 days mean for how far ahead plans can be prepared?
It means no limit. A mentor can prepare a session as far ahead as they like.
More in “Set the planning rules”Can I turn off the check on safety notes?
No. Rules about a note concerning a child's safety are never offered, so they cannot be switched off.
More in “Set the planning rules”Why can't I open Capacity?
It is for managers and admins only. Your own week is on your Planner.
More in “Read the capacity screen”What does Could run mean?
It is about how many more sessions the service could take in that period, given the space and people free.
More in “Read the capacity screen”How do I find a free room on a particular day?
Open Venues, choose the day and morning or afternoon under Free on, and press apply.
More in “Read the capacity screen”Why does a mentor look free when they work part-time?
They may still be on an assumed default pattern. Confirm their real pattern and save it.
More in “Read the capacity screen”Can I get these numbers into a spreadsheet?
Yes. Press Download this view (CSV). It exports only what you can see on screen.
More in “Read the capacity screen”What is the half-term view for?
It shows the whole half-term at once instead of one week. Use it to judge cover over a longer stretch.
More in “Read the capacity screen”Why am I sent to the meet and greet log when I open Meetings?
The tracker is for managers, admins and the DSL. Everyone else sees the log.
More in “Track meetings and meet and greets”Why can't I sign off my own meet and greet?
Another manager has to sign it off. The page tells you so instead of hiding the button.
More in “Track meetings and meet and greets”Does a meet and greet count as a session?
No. It is its own record and is never counted in attendance or delivery.
More in “Track meetings and meet and greets”What do the red boxes mean?
The meeting was marked as not attended. Tick Only show not attended to see just those.
More in “Track meetings and meet and greets”Can I undo a sign-off?
Yes. A manager can re-open it. It then waits for a manager again.
More in “Track meetings and meet and greets”Where do I start a new meet and greet?
From the young person's own record. The log lets you find and follow them.
More in “Track meetings and meet and greets”Do I need to add bank holidays?
No. They are already there. Only press We're open on the ones you work.
More in “Set your closed days”Does a closed day cancel the sessions on it?
No. It only stops reminders and chases. Cancel booked work from Scheduling.
More in “Set your closed days”Can I add a closed day in the past?
No. The day must be today or later.
More in “Set your closed days”How do I remove a closed day I added by mistake?
Press Reopen on that day in your list.
More in “Set your closed days”Who is told when I add a closed day?
The page does not email anyone. Reminders and chases skip that day from then on.
More in “Set your closed days”Why is the board empty?
No session is booked on that day. Book it in Scheduling and it will appear on the board.
More in “Run the pickups board”What happens when I press Mark collected?
The card is stamped and the school or other contacts linked to the young person are emailed.
More in “Run the pickups board”Can I undo Mark collected?
Not from the board. A stamped card is locked. Open the session from its link to correct it.
More in “Run the pickups board”What does No notify target mean?
Nobody is linked to receive the email. Add them under Who we tell and link them to the young person.
More in “Run the pickups board”Why can't I see the Mark collected button?
You can look but not decide. Only managers and admins can stamp a card.
More in “Run the pickups board”Can I look at yesterday or tomorrow?
Yes, three days either way. Use the day buttons beside Today.
More in “Run the pickups board”