If a staff member can't be booked to a call or doesn't show in the booking list, it's usually because they already have a booking at the same time. This also happens when an overnight visit overlaps into the next day, causing the staff member’s availability to appear blocked. You’ll need to check their roster and update or remove any clashes.
Check for an existing booking
Click Staff.
Click on the staff member.
Click Roster.
Go to the week the call occurs.
Check if there's already a booking at that time.
Resolve the overlap
Once you find the existing booking, you can choose one of the following actions:
Remove the allocated or booked staff member from the call.
Change the booked staff member to someone else.
Delete the existing booking.
Edit the booking already on the staff member’s roster.
Leave the existing booking in place and allocate a different staff member.
After the overlap is resolved, the staff member should be available to book if there are no other clashes.
Book staff with overlapping availability
To book staff when availability overlaps, follow these steps:
Click Client.
Find and click on the client.
Click Roster.
Go to the requirement and highlight it.
Click Book.
Clear the Staff availability checkbox.
Click Search.
Click on the staff member you want to book.
Click Select.