# Scheduling & Rostering Manage appointments, staff rosters, and availability across your organisation. ## Appointments ### [Create or Delete Appointments](appointments.md) Step-by-step guide to scheduling services for participants ### [Cancelling Appointments](cancelling-appointments.md) How to cancel appointments properly ### [Creating Group Appointments](group-appointments.md) Scheduling services for multiple participants at once (day programs, group activities) ### [Create or Delete MDS Appointments](mds-appointments.md) Specific guidance for MDS/HACC funded appointments ### [Notify Appointment Changes to Staff](notifying-staff.md) Managing notifications when appointments are updated --- ## Calendars ### [About My Calendar](my-calendar.md) Your personal roster showing all your scheduled appointments **For:** Support workers, coordinators, all staff ### [About Organisation Calendar](organisation-calendar.md) Organisation-wide view of all appointments and billable hours **For:** Managers, administrators **Enterprise plan feature** --- ## Workforce Rostering ### [Workforce Rostering](workforce-rostering.md) Complete guide to rostering your team across participants and services **Topics:** Creating rosters, duplicating appointments, managing shifts ### [Managing Staff Availability](../../setup-and-configuration/staff-management/availability.md) Set and manage when staff members are available for rostering --- ## Key Concepts **Appointment** = A scheduled instance of service delivery to a participant **My Calendar** = Individual staff member's personal roster **Organisation Calendar** = Manager's view of all appointments across the organisation (used for validating billable hours) **Rostering** = Assigning staff to appointments based on participant needs and staff availability --- ## Common Workflows ### For Support Workers: 1. Check **My Calendar** each day 2. View appointment details (participant, location, service, time) 3. Complete the service 4. Create progress note after delivery ### For Coordinators: 1. Create appointments on participant's **Roadmap** 2. Assign appropriate staff based on skills and availability 3. Notify staff of roster 4. Monitor completion via progress notes ### For Managers: 1. Use **Organisation Calendar** to view all appointments 2. Validate billable hours before invoicing 3. Identify scheduling gaps or conflicts 4. Run reports on staff hours and utilisation --- ## Related Topics - [Progress Notes](../progress-notes/) - Documenting completed appointments - [Circle of Care](../circle-of-care/) - Managing participant services - [Invoicing](../invoicing-claims/) - Claiming for delivered services - [Staff Management](../../setup-and-configuration/staff-management/) - Managing users and access --- [Need to raise a request? Contact us.](https://conversations-app.brevo.com/)