Team

What it does — A monthly calendar showing who is working each day. Each day lists your staff as named chips — a green briefcase for full-time and a purple clock for part-time — with their hours on the right where they have been set, alongside any time off (holiday, sick or in-lieu). A small People count sits in each day's corner. Most of the rota comes from each person's usual working days and hours, and you can add someone to a one-off day on top of that. For a single day drawn against the clock, with cover counted hour by hour, use the Daily Rota tab.

• Day summary — A panel at the top left with the selected day's headline count — the number of dogs in — broken down into Daycare, Extras, Sleepover and Meet & Greet. Click any day on the calendar and the summary follows it.
• Drivers — Every driver is listed beside the summary with the number of pets assigned to them that day. Drivers with nothing on stay visible but greyed, so an empty round is as easy to spot as a full one. Sort by bookings or by name, and click a driver to open their profile.
• Added days — A day someone was added to outside their usual working week is tinted green with a +1 badge, and any note you left shows on hover.
• Pending entries — Time off still awaiting approval shows with a dashed amber border and a 'pending' label until an admin decides.
• An amended week — With Week-by-week Rota on, a single week can be changed on the Weekly Rota tab — a day switched on or off, or given different hours. Those changes show here on the calendar like any other day.

What it does — One day's staffing laid out against the clock. Where the monthly calendar tells you who is in, the Daily Rota tells you when: an hour axis across the top, a bar for each person showing exactly when they start and finish, and — along the top of the timeline — how many staff are on during each hour of the day. It is the view for spotting thin cover before it becomes a problem, and for answering "who is here at four?" without counting in your head. Anyone off that day is listed underneath with their reason.

• Cover per hour — How many staff are on during each hour of the day, counted along the top of the timeline. Zero shows in red, and your busiest hour is highlighted. This is what a rota of names cannot tell you.
• One bar per person — Each person's working window drawn against the hour axis, with the times inside the bar and the length beside it. Green bars are days added on top of someone's usual week.
• Set hours from the rota itself — Click any bar — or the dashed "Hours not set" placeholder — to set that day's times without leaving the page. The panel says whether you are changing this week or every week before you save.
• Where the hours come from — Each staff member's working days and hours, set under Profile Information on their profile, which applies to every week. Extra days added through Add Working Day carry their own hours, and a single week can be amended on the Weekly Rota tab.
• Off today — Everyone on holiday, off sick or taking a day in lieu, listed under the timeline with their reason and any note. Time off still awaiting approval is marked pending. Anyone taken off the day on the Weekly Rota is named separately, since that is not leave.
• A shift finishing after midnight — A window that ends the following morning is drawn to the end of the day and marked +1, since a single day has nowhere to draw the remainder.
• Linkable by date — The day you are viewing is in the address bar, so a specific day's rota can be bookmarked, refreshed or sent to a colleague.

What it does — Amends a single week without touching anybody's usual pattern. Most daycares run the same week every week, and for them nothing here is needed. But plenty do not: Sam does Monday and Wednesday this week and Tuesday and Thursday next, somebody covers a late finish once, a quiet week needs one fewer person on the floor. Until now the only way to say that was to rewrite the person's working pattern — which changed every week, including the ones you were not looking at — and then remember to change it back. The Weekly rota is a grid of your staff against Monday to Sunday. Click any day to open it: put the person on that day, set the start and finish times — their usual hours, or your opening hours, are a single tap — and apply. A day somebody is not on opens ready to add them, so putting cover in is one click and a press. The In / Off pill in the corner of each day switches somebody over without opening anything. Change what you need, press Save week, and only that week moves. Days you do not touch carry on following the recurring pattern from each staff profile, so the pattern stays the thing that runs your rota and this is the exception to it. Because it is an exception rather than a rewrite, a day you set back to what the pattern already says stops being an exception altogether — which means changing someone's usual hours later still flows through the weeks you have amended, instead of being silently overruled by an old edit. Taking somebody off a day here is not leave. It does not touch their holiday or sick allowance and it does not appear in Time Off — it simply says they are not in that day. It does take them off that day's route planner and driver views, exactly as being off would. Days already booked as holiday, sick or in lieu are locked, because those belong to Time Off. The tab appears only when Week-by-week Rota is switched on under Settings › Team Rota, so daycares with a settled pattern never see it.

• One week, not every week — Switching a day on or off, or changing its hours, applies to the week you are looking at and nothing else. The person's usual pattern is untouched and still runs every other week.
• Click a day to set it — A day opens a panel: on or off, start and finish, with their usual hours or your opening hours a tap away. A day somebody is not on opens ready to add them, so cover goes in with one click and one press. It works properly on a phone, which seven pairs of time boxes across a row never did.
• The pattern is still the default — Days you do not touch keep following the recurring pattern from the staff profile. A day you set back to what the pattern says stops being an exception, so changing the pattern later still flows through.
• Taking a day off is not time off — It does not touch a holiday or sick allowance and does not appear in Time Off. It does remove the person from that day's route planner and driver views, exactly like being off.
• Time off is locked — Days already booked as holiday, sick or in lieu show as a locked chip. Those belong to Time Off, and a save skips them rather than overwriting them.
• Reset a week in one press — Reset on a person's row puts their whole week back to their recurring pattern — the quickest way to end a covering arrangement.
• It shows up everywhere the rota does — An amended week feeds the month calendar, the Daily Rota timeline and the route planner, so the day everybody works from agrees with what you set.
• Optional — Off by default. A daycare whose week is the same every week never sees the tab and loses nothing. Turning it off later hides the tab but keeps any weeks you already amended.
• Where — Team → Weekly Rota, once Week-by-week Rota is on under Settings → Team Rota.

What it does — Records holiday, a sick day or a day in lieu for a staff member on their behalf — for when someone phones in sick or you agree leave verbally rather than them requesting it from their own portal. Anything you record here is approved immediately: it goes straight to the History tab and onto the team rota, with no second approval needed. It only logs time off — to put someone on the rota for an extra day, use Add Working Day instead.

• Only working days count — Days the staff member does not work (set by the Mon–Sun toggles on their profile) are skipped and do not come off their allowance. If their working days have never been set, every day in the range counts.
• Allowance is a warning, not a wall — If the entry takes someone over their remaining holiday or sick allowance, you get a warning rather than a block — press save again to record it anyway. Days in lieu have no allowance.
• No double-booking — A day already covered by approved or pending time off cannot be recorded again; the form tells you which days clash.
• Your own time off — If you record time off for yourself it goes to another admin as a pending request rather than being approved on the spot. The exception is when you are the only admin on the account — there would be nobody to approve it, so it is recorded straight away. The form tells you which applies before you save.

What it does — Puts a staff member on the rota for specific dates without changing their usual working week. The Mon–Sun toggles on someone's profile cover the days they normally work; this covers the exceptions — a one-off Saturday, cover for a colleague who is off, or a run of extra days over a busy period. Days you add appear on the team rota alongside everyone else, count towards that day's People total, and make the person available to assign to that day's routes.

• The calendar shows what is already set — Days the person normally works carry a small dot and cannot be picked — they are already on the rota. Days they are booked off are crossed out, with the reason on hover. Days you have already added show in green.
• One day or a handful — Every date is its own toggle, so "these three Saturdays" takes no more effort than a single day. Your chosen dates are listed as chips you can drop one by one before saving.
• Shows up everywhere the rota does — An added day appears on the team rota tinted green with a +1 badge, counts in that day's People total, and shows on the staff member's own schedule in their portal as an Extra day.
• Ready for routes — Someone added to a day can be assigned to that day's routes, exactly as if it were one of their usual working days.
• Hours for the extra days — An optional start and end time applied to every date you pick. Covering a Saturday eight until one is recorded as eight until one, and shows that way on the team calendar and the Daily Rota.

What it does — A table of everyone on your team. At a glance you see each person's role, working days and leave balances, and you add new staff from here. People whose access you've removed move to their own Former staff tab.

• Name & Email — The staff member and their login email.
• Role — Admin, Manager, Billing, Staff, Auditor, Driver or Service Provider — this sets what they can see and do (see Staff profile). Drivers and Service Providers land on their own portal instead of the admin dashboard. An admin-tier member can also be given the driver or service provider portal on top, from their profile, and switches between them from the sidebar.
• Working Days — The Mon–Sun chips with their working days highlighted.
• Holiday Remaining — Their annual holiday allowance minus the holiday days they've booked this year.
• Sick Days — Sick days taken this year.
• Awaiting Approvals — Flags whether they have time-off requests still pending.
• Seats — How many of your plan's team member seats are in use, not counting you. Drivers and service providers count; former staff don't. A free trial doesn't add seats — they follow the plan you picked.
• Former staff — Everyone whose access was removed, with the date it happened. They can't sign in and don't appear on the rota, in the team list or in staff pickers, but their history is kept. The tab only shows once at least one person has been removed.

What it does — Creates a new team member and provisions their account. They receive an email to set their own password, so you never handle it. Your Genera plan covers a set number of team members besides you. Once they're all in use, the window says so, tells you which plan adds more seats and how many team members it covers, and holds the form back until a seat is free. The window is in three sections: Details (name, start date, email and address), Role & access (their role, plus optional Driver, Service Provider or Staff Portal access) and Pay & allowances (part-time, pay type, salary or hourly rate, and the holiday and sick-day allowances).

• Part-time toggle — Marks whether the person is part-time or full-time.
• Name, Start Date, Email — Email is required and is their login — it must be a valid address.
• Address — Search to auto-fill or enter it manually; it's geocoded for routing where possible.
• Role, Salary, Allowances — Set their role, annual salary, and annual holiday and sick-day allowances. Choosing the Driver role automatically makes them route-assignable. Choosing Service Provider asks which services they cover — tap one or more; they will only see bookings for those.
• Staff Portal and Admin Portal — For Admin, Manager, Billing and Staff, a Staff Portal switch gives them the Staff Portal. Picking the Staff role switches it on and sets Admin Portal, inside the same block, to off: they sign in to the Staff Portal only. Switch Admin Portal on if they also need a limited admin, without Finance or Settings. Both can be changed later on their staff profile.
• Team seats — Everyone with a login counts except you, including drivers and service providers. Starter covers you and 1 team member, Grow you and 4, and Thrive has no limit. A free trial unlocks Thrive's features but not its seats.

What it does — Every holiday, sick day and day in lieu for your team, in one place. Requests from staff, sent from the driver app or the Service Provider portal, arrive here for a decision, and you can record time off on someone's behalf. Two tabs: Pending (requests awaiting an admin decision) and History (everything already decided, and everything an admin recorded directly).

What it does — Takes a date out of the booking calendar for one team member or one service. Blocking a person leaves their colleagues bookable; blocking a service stands it down for everybody, whoever is in. Approved time off already blocks a person automatically, so this is for the odd day that isn't a holiday, like a training day or a piece of equipment out of action.

• A team member or a service — Choose which you're blocking, pick the person or service, the date, and an optional reason shown against the block.
• What's already booked — Blocking stops new bookings and deliberately leaves the diary alone, so nobody's appointment is moved behind their back. Each block lists what is still booked that day, for example '2 bookings are still with Mel Harper'.
• Moving stranded bookings — Next to each booking is a list of the colleagues who could actually take it: they deliver that service, are working that day and are free at that time. Pick one and press Move booking. 'Move all to…' appears only when one person can take every booking. Moving keeps the customer's original request on the booking.
• Nobody else is free — If no colleague can take a booking, Genera says so ('Nobody else is free — move the day or cancel it with the customer') rather than offering an empty list.
• Removing a block — Blocks from today onwards are listed with their reason. Remove one with the bin icon and the date is bookable again.

What it does — One staff member's full record. A side menu jumps between the sections, grouped as Staff member, Pay, Time off & rota and Leaving the Team, and each section saves on its own — change something and it is outlined, with Discard and Save at the foot.

• Profile Information — Avatar, name, address, working days and hours, and holiday and sick allowances. Working Days is a row per weekday: switch a day on, then set an optional start and end time beside it — so nine to five on Monday and eight to one on Wednesday are recorded as different days. The block totals the week as you go, and hours are dropped if you switch a day off. Those hours show on the team calendar and drive the Daily Rota. The login email is read-only — contact support to change it.
• Role & Access — Set the role, what the person can be booked for, and any extra portals. Only Admins can edit it. Role sets the default portal at login and what they can reach — Admin (full), Manager (no pricing edits), Billing (invoices, credits and refunds, but not the finance dashboard, forecast or salaries), Staff (no Finance or Settings; on Groups, only the groups they're on; comes with the Staff Portal), Auditor (read-only), Driver and Service Provider (their own portals). Only the chosen role is described; open Compare roles underneath for a table of what each admin-portal role can do, with your pick highlighted. Extra portals sits right under Role.
• Services — 'Can be booked for' is what customers can book this person for — tick Full Groom for a groomer, say, and those bookings follow their own diary and time off. It's the same list as 'Who delivers this service' on each service, edited from the person's side. For a Service Provider, or anyone given that portal, 'Can see bookings for' appears as well: what their Service Provider login shows, with at least one needed. The two are separate on purpose — an office manager may see grooming without doing it.
• Assign as Driver — Puts the person on the list of people you can assign to a route, whatever their role. Once it's on, set Pets per run: how many pets they take on one run. An Admin, Manager or Staff member with this on also gets the Driver Portal in their sidebar, so they can run a route from the driver view and switch back afterwards.
• Assign as Service Provider — Gives an Admin, Manager, Billing or Staff member the Service Provider portal as well — a groomer who is also an admin, say. Switch it on, choose what they can see bookings for under Services, and save. Switch it off to take the access away again. Auditors are read-only and never get either portal.
• Assign to Staff Portal — Gives an Admin, Manager, Billing or Staff member the Staff Portal: a phone view of the dogs in their groups, with care notes, photos, day updates and messages to those dogs' owners. It's on already for everyone with the Staff role and for whoever set up your account. For the Staff role, the row also has an Admin Portal switch: on, they can also use a limited admin, without Finance or Settings; off, they sign in to the Staff Portal only and can't open the admin. Switching the Staff Portal off gives them the admin back. See the Staff Portal section.
• Salary — How this person is paid — salaried (entered as annual or monthly pay) or hourly (hourly rate, monthly hours and an optional max daily pay) — plus the part-time toggle, with the monthly and annual cost shown alongside. Feeds Finance › Salaries. Pay is private: only Admins, Managers and Auditors see this section, and only Admins can change it here. Billing and Staff members don't see it at all.
• Holidays / Sickness / Lieu Days — Leave booked against allowance, sick days recorded, and days in lieu taken. Each section has a Record button that opens the Record Time Off form, already filled in with this staff member and that leave type.
• Extra Days — Days this person was added to the rota on top of their usual working week — how many so far this year, how many are still upcoming, and the full list with any notes. Add more with the Add button, or remove one with Delete.
• Commission — Commission records for the staff member.
• Leaving the Team — Remove access is for someone who has left or been let go: it ends their sessions, stops them signing in, hides them from the rota, team lists and pickers, and frees their seat, while keeping their record and history. Once it's done the section shows the date and a Restore access button. Delete permanently sits folded away underneath, only for someone added by mistake. Admins, Managers and Billing see this section; only an Admin can remove or restore an Admin, and nobody can remove their own access or the account that set up your business.

What it does — Genera has four places to work: the admin dashboard you are reading this from, the Driver Portal for collections and drop-offs, the Service Provider Portal for a single service such as grooming, and the Staff Portal for the people looking after your pet groups. Most people only ever need one. But plenty of you wear more than one hat — the owner who also drives the van, or the groomer who also runs the office — and Switch Portal is how you move between them without a second login. It appears in your sidebar (and above the bottom bar on a phone) as soon as you have access to somewhere other than where you are. With one other destination it is a plain link; with two or more it opens a small picker. Your role is unchanged either way: switching portal changes what you are looking at, never what you are allowed to do.

• Driver Portal — Today's collection and drop-off routes, stop by stop, with the tick-off list drivers use on the road. Anyone with Assign as Driver switched on can reach it, and can be put on a route. See the Driver Portal section.
• Service Provider Portal — A day and week schedule of the bookings for the services someone is assigned to, plus anything booked with them personally — a groomer sees grooming and nothing else — with their own time off. Turned on with Assign as Service Provider, where you also pick which services. See the Service Provider Portal section.
• Staff Portal — A phone view of the dogs in your groups today, with each dog's care notes and flags, photos, day updates and messages to their owners. Turned on with Assign to Staff Portal; already on for the Staff role. See the Staff Portal section.
• Who sees it — Only people who have somewhere else to go. If you have neither extra access, there is nothing to switch to and the option does not appear at all.
• Whoever set up your account — The person who registered your daycare has all three switched on from the start, since they usually run every side of the business themselves. Any of them can be turned off again from their staff profile.
• Not a change of role — Admin, Manager, Billing, Staff and Auditor all keep their usual permissions in every portal. Someone whose role IS Driver or Service Provider lands in that portal at login and has no admin dashboard to switch back to. The one exception is a Staff-role team member with Admin Portal switched off: they land in the Staff Portal and have no admin to switch back to.
• Read-only roles — Auditors do not get Switch Portal. The other portals are for doing the work, not reviewing it.