Build, review, and publish schedules before staff sees them.

---

What Are Draft Appointments?

Drafts are appointments that:

• Exist in the system
• Are NOT visible to staff
• Can be edited freely
• Get published all at once

---

Why Use Drafts?

Benefit	Description
Plan ahead	Build next week's schedule without confusion
Review before publishing	Catch conflicts and gaps
Batch changes	Make adjustments before anyone sees
Coordinate coverage	Ensure all shifts filled

---

Creating Draft Appointments

Method 1: Individual Drafts

1. Create appointment normally
2. Toggle Save as Draft
3. Click Create

Method 2: Draft Mode Session

1. Go to Schedule
2. Click Enter Draft Mode
3. All appointments you create are drafts
4. Click Exit Draft Mode when done

---

Viewing Drafts

In Schedule View

Drafts appear with:

• Dashed border
• "Draft" badge
• Different color (usually gray)

Filter by Status

1. Go to Schedule
2. Click Filters
3. Toggle Show Drafts Only

---

Reviewing Drafts

Before publishing, check:

Coverage Review

1. Go to Schedule → Week View
2. Look for:
   • Empty time slots
   • Clients without visits
   • Overloaded staff

Conflict Check

System automatically flags:

• Double-booked staff
• Overlapping client appointments
• Outside working hours
• Exceeds unit allocations

Workload Balance

1. View Staff Summary
2. See hours per team member
3. Balance workload across team

---

Editing Drafts

Drafts can be freely edited:

Individual Edit

1. Click on draft appointment
2. Make changes
3. Save

Bulk Edit

1. Select multiple drafts
2. Click Bulk Edit
3. Change common fields:
   • Time
   • Team member
   • Service type
4. Apply changes

Delete Drafts

1. Select draft(s)
2. Click Delete
3. No notification sent (not published yet)

---

Publishing Drafts

When ready to make visible to staff:

Publish All Drafts

1. Go to Schedule
2. Click Review Drafts
3. See summary:
   • Total drafts
   • Conflicts (if any)
   • Date range
4. Click Publish All
5. Confirm

Publish Selected

1. Select specific drafts
2. Click Publish Selected
3. Only those become visible

Publish by Date Range

1. Click Publish Drafts
2. Choose date range
3. Only drafts in range publish

---

What Happens When Published

Action	Result
Staff notification	Push notification of new schedule
Calendar update	Appointments appear in their app
Status change	Draft → Scheduled
Edit restrictions	Normal editing rules apply

---

Draft Schedule Workflow

Recommended weekly process:

Friday:
1. Enter Draft Mode
2. Create next week's appointments
3. Review for conflicts
4. Balance workloads

Monday Morning:
5. Final review
6. Publish all drafts
7. Staff sees new schedule

---

Unpublishing (Reverting)

Made a mistake? Within 1 hour:

1. Go to Schedule
2. Find published appointment
3. Click Unpublish
4. Returns to draft status

Note: Staff may have already seen it. Send message if needed.

---

Tips

• Build drafts on Friday — Publish Monday morning
• Review conflicts first — System shows warnings
• Balance workloads — Check hours per staff
• Communicate changes — Use announcements for schedule notes

---

Related Articles

• Creating Appointments — Basic appointment creation
• Copying Weekly Schedules — Duplicate entire weeks
• Unassigned Appointments — Fill open shifts