Please note: This article is for those using our upgraded rostering. Please see this collection for training on our current rostering.
If you don't have access to upgraded rostering yet and would like to learn more, you can book a demo with our team.
At Birdie, we know that mastering a new rostering system is all about having the right support and training! To help you get the most out of our upgraded rostering features, our onboarding team hosts regular live training webinars with interactive Q&A sessions.
Our 60-minute comprehensive training covers everything you need to know about the upgraded rostering system, including:
Understanding and setting up Activity Templates - Learn how to organise recurring tasks and medications into routine lists, split routines for different time periods, and make template-wide changes that streamline your scheduling process.
Creating, editing, and managing Visit Templates - Master creating flexible 1-8 week templates with repeating visit schedules, customising visit timing and multi-carer assignments, and understanding visual indicators for template consistency.
Navigating and resolving conflicts using the Activity Calendar - Discover how to identify scheduling conflicts through visual cues (red boxes for unlinked activities vs. blue cards for properly attached ones) and quickly resolve them.
Effectively using the visit calendar and roster page - Get hands-on training with the roster's bird's eye view, drag-and-drop functionality for quick assignments, filtering options, and managing both templated and one-off visits.
We know everyone has different learning styles, so questions are encouraged throughout the session. You'll also benefit from learning alongside other Birdie partners who attend these community training sessions.
Choose your learning preference:
Please click the buttons below to register for our next live training webinar or access the on-demand recording. If you're not sure you can attend the live session, sign up anyway! We'll send the recording to your email if you can't make it.
Live Webinar - Join us for interactive training with real-time Q&A
On-demand Recording - Access the training at your convenience