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Run theRota Shifts

Manage, publish, and run shift-based scheduling for your entire team.

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Running Rota Shifts

Watch how to assign, publish and manage recurring shift patterns for your entire team.

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Admin Guide · 5 min
scheduleShift Pattern Setup
SHIFT MANAGEMENT Morning Shift · 08:00 – 13:00 Dr Emma, Sarah T. · Mon–Fri Afternoon Shift · 13:00 – 19:00 Dr James, Lisa R. · Mon–Fri Weekend Shift · 09:00 – 16:00 Rotate weekly · all staff eligible Total hours this week: 156 Publish Shifts →
At a Glance
Running rota shifts means setting the whole team's working pattern across the week and locations, so the diary and online booking reflect real cover. ClinicSoftware.com builds the rota once and feeds it straight into availability, preventing gaps and over-booking.

How do you run rota shifts?

You set each team member's shifts for the period, across days and locations, and the rota drives booking availability. ClinicSoftware.com keeps it all connected.

Why manage the rota in the same system?

When the rota lives with the diary, availability is always correct and you can see cover and gaps at a glance, so you staff to demand rather than guess.

Frequently Asked Questions
How do I run rota shifts?
Set each team member's shifts for the period; the rota drives booking availability. ClinicSoftware.com keeps it connected.
Why manage the rota with the diary?
Availability stays correct and you see cover and gaps at a glance, so you staff to demand.
Does it cover multiple locations?
Yes. Rotas span days and locations for consistent cover.
Does the rota affect availability?
Yes. Online booking follows the rota, so clients only book real cover.
How It Works in ClinicSoftware
01
Set shifts for each team member
02
Cover all days and locations
03
Feed the rota into booking availability
04
Spot and fill gaps

The Rota Shifts module gives you precise control over shift patterns across your clinic. Define shift types (morning, afternoon, full-day, on-call), assign staff, publish the rota for team visibility, and manage exceptions and swaps. Fully integrated with the diary so availability is always accurate and up to date.

How It Works
01
Navigate to Rota → Shifts
02
Create your shift types with start/end times and break allowances
03
Assign shifts to staff members for the coming weeks
04
Publish the rota — staff are notified and can view their schedule on the app
Key Features
check_circleShift Type Library
check_circleMorning / Afternoon / Full-Day / On-Call
check_circleStaff Shift Assignment
check_circleMulti-Week Planning View
check_circleSwap Request Management
check_circleAbsence & Holiday Integration
check_circleApp Notification on Publish
check_circlePayroll Hours Export
Pro Tips
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Build the rota 3 weeks in advance so staff can plan childcare and personal commitments
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Use recurring shift patterns for permanent staff to cut rota-building time to minutes
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Review shift coverage against appointment fill-rate to avoid over or under-staffing