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  1. Lumary WFM Help Centre
  2. Rosters and scheduling
  3. Create and modify sessions/shifts

Create and modify sessions/shifts

Creating new sessions/shifts or making changes to existing ones.

  • Introduction to sessions and shifts
  • Create a session
  • Create a shift
  • Assign existing sessions to a shift
  • Modify sessions and shifts with right-click actions
  • Modify workers
  • Modify clients and services
  • Modify session/shift times
  • Modify session/shift activities
  • Complete a session/shift on desktop on behalf of a mobile user
  • Manage shifts directly from a calendar
  • Create an appointment for an individual client
  • Create a group appointment
  • Add a session to manage house roster appointments
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