> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick start: Scheduler

> A getting-started checklist for schedulers covering rostering, shift management, and service delivery in Visualcare

As a scheduler, you create and manage rosters, assign workers to shifts, and handle day-to-day service delivery logistics. This guide covers the essentials to get you rostering in Visualcare.

## First steps

<Steps>
  <Step title="Log in and find the roster">
    Log in at **app.visualcare.com.au**. Your main workspace is the roster area, accessed from the client profile or the scheduling section.

    See [Logging in](/getting-started/logging-in) and [Dashboard overview](/getting-started/dashboard-overview) to get oriented.
  </Step>

  <Step title="Understand agreements and services">
    Before you can roster shifts, a client needs an active agreement with services attached. Agreements define what services are funded and at what rates.

    See [Creating agreements for rostering](/client-management/creating-agreements-for-rostering) for how agreements link to the roster.
  </Step>

  <Step title="Learn the rostering workflow">
    Visualcare supports a defined rostering workflow: create shifts, assign workers, send invitations, and confirm timesheets. Each step feeds into the next.

    See [Rostering workflows](/scheduling/rostering-workflows) for the end-to-end process.
  </Step>

  <Step title="Review rostering configuration">
    Check your organisation's rostering settings, including shift types, time boundaries, and conflict rules.

    See [Rostering configuration](/scheduling/rostering-configuration) for the available settings.
  </Step>
</Steps>

## Creating and managing shifts

<CardGroup cols={2}>
  <Card title="Creating new shifts" icon="plus" href="/scheduling/creating-new-shifts">
    Add individual shifts to a client's roster
  </Card>

  <Card title="Creating recurring shifts" icon="repeat" href="/scheduling/creating-recurring-shifts">
    Set up shifts that repeat on a schedule
  </Card>

  <Card title="Editing shifts" icon="pen-to-square" href="/scheduling/editing-shifts">
    Change shift times, workers, or services
  </Card>

  <Card title="Roster template wizard" icon="wand-magic-sparkles" href="/scheduling/roster-template-wizard">
    Build a roster from a reusable template
  </Card>
</CardGroup>

## Rostering tools

| Tool                   | What it does                                                    | Article                                                              |
| ---------------------- | --------------------------------------------------------------- | -------------------------------------------------------------------- |
| Rapid rostering        | Fill multiple shifts quickly using a streamlined view           | [Rapid rostering](/scheduling/rapid-rostering)                       |
| Unallocated shifts     | Find and assign shifts that don't have a worker                 | [Unallocated shifts](/scheduling/unallocated-shifts)                 |
| Conflict management    | Identify and resolve double-bookings and availability conflicts | [Conflict management](/scheduling/conflict-management)               |
| Worker select button   | Find the best available worker for a shift                      | [Worker select button](/scheduling/worker-select-button)             |
| Timeline views         | See rosters in a visual timeline layout                         | [Timeline views](/scheduling/timeline-views)                         |
| Client and worker map  | View worker and client locations on a map                       | [Client and worker map](/scheduling/client-and-worker-map)           |
| Budget while rostering | See remaining budget against agreements as you roster           | [Budget information](/scheduling/budget-information-while-rostering) |

## Communication

| Task                                        | Where to find it                                                  |
| ------------------------------------------- | ----------------------------------------------------------------- |
| Send roster invitations to workers          | [Roster invitations](/scheduling/roster-invitations)              |
| Email client rosters to clients or families | [Email client rosters](/scheduling/email-client-rosters)          |
| Download worker rosters as PDF              | [Download worker rosters](/scheduling/download-worker-rosters)    |
| Check worker availability                   | [Managing availability](/worker-management/managing-availability) |

## Specialist rostering

| Scenario                           | Article                                                                            |
| ---------------------------------- | ---------------------------------------------------------------------------------- |
| SIL (Supported Independent Living) | [SIL rostering](/scheduling/sil-rostering)                                         |
| Group activities                   | [Group activity rostering](/scheduling/group-activity-rostering)                   |
| SAH split shifts                   | [SAH split shift rostering](/scheduling/sah-split-shifts)                          |
| Transport runs                     | [Transport runs](/scheduling/transport-runs)                                       |
| Vehicle rostering                  | [Vehicle rostering](/scheduling/vehicle-rostering)                                 |
| Internal staff training            | [Internal staff training rostering](/scheduling/internal-staff-training-rostering) |

## Running into issues?

See [Rostering troubleshooting](/troubleshooting/rostering-issues) for common rostering problems and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="Quick start: Admin" icon="user-gear" href="/getting-started/quick-start-admin">
    System setup, users, and permissions
  </Card>

  <Card title="Quick start: Finance officer" icon="calculator" href="/getting-started/quick-start-finance-officer">
    Invoicing, payroll, and accounting integrations
  </Card>

  <Card title="Managing availability" icon="clock" href="/worker-management/managing-availability">
    Set and manage worker availability for rostering
  </Card>
</CardGroup>