This feature is currently in limited beta.
What are visit overrides?
When you edit a single visit — for example, changing the carer for a specific day — that visit is updated independently from its schedule template.
With visit overrides, Birdie remembers the changes you've made to individual visits and protects them, while still allowing other schedule updates to flow through automatically.
How it works
When you edit an attribute on a single visit (such as the carer, time, or slot), Birdie tracks that change. If the schedule template is later updated:
Changes to different attributes will automatically apply to the visit — your edit is preserved
Changes to the same attribute you edited will not overwrite your visit-level change — your edit is protected
Examples
You edit on the visit calendar: | Somebody later edits the template: | What happens: |
Carer | Activity list | Activity list updates. Carer change preserved. |
Start time | Visit duration | Duration updates. Start time preserved. |
Slot duration (shortened) | Overall visit duration (extended) | Visit gets longer. Your slot stays as set. |
Slot assignee | Same slot removed from template | Slot override remains on the visit calendar |
What to expect
Template changes that propagate to your visits happen automatically in the background — no prompt or notification will appear.
Already have edited visits?
Any visits that were previously edited individually will automatically be updated to work with the new model.
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Need help? Contact our support team via chat on Agency Hub or email [email protected]