Getting Started

Navigating the Application

Understand the two main modules in ClinicShifts and how to switch between them.

ClinicShifts is organized into two main modules, each serving a distinct purpose. You can switch between them at any time using the module selector.

Module Selector

In the top-left corner of the screen, click the dropdown (showing either StaffPulse or ClinicShifts Admin) to switch between modules.

Module selector dropdown

StaffPulse — Staff Scheduling

StaffPulse is the core scheduling module. This is where you spend most of your time as an admin. It contains three main sections accessible from the top navigation bar:

  • Schedule — the calendar grid where you create, edit, and manage shifts
  • Calendars — employee calendars, location calendars, and holiday management
  • Settings — configure employees, locations, and roles for scheduling

StaffPulse schedule view

ClinicShifts Admin — User & System Management

ClinicShifts Admin is the administrative module for managing your organization. It has two sections:

  • Users — add, invite, edit, and remove team members
  • Settings — configure organization-wide preferences like timezone, first day of week, and notification settings

ClinicShifts Admin view

Quick Reference

TaskModuleSection
Create or edit shiftsStaffPulseSchedule
View employee calendarsStaffPulseCalendars
Manage time off / PTOStaffPulseCalendars
Assign roles and locations to employeesStaffPulseSettings
Add or invite new usersClinicShifts AdminUsers
Change organization timezoneClinicShifts AdminSettings
Enable email notificationsClinicShifts AdminSettings