Team Birdie

Use the Roster tab to view, search and filter visits by care recipient or care professional

An Introduction to the Rostering Dashboard

Get the most out of your rota by customising your screen!

How to Customise & Configure Your Rota Screen Experience

Customise your visits tab by switching the travel time visual on or off.

How to Use the Travel Time Visual Feature

Assign Clients and carers to specific groups, so that you can quickly filter your view by team, branch or area in Birdie

How to Create & Filter by Groups in Your Agency

The Groups feature allows you to assign visits to Care Professionals and care recipients within a specific area.

Filtering the Rota by Groups

Get an overview of Birdie’s rota visuals to understand your team’s utilisation and how it complies with the Working Time Regulation.

How to Use the Team Utilisation Feature

Get the visibility you need into cancelled visits within the agency hub.

How to view cancelled visits and associated insights on the rota screen

Sabrina Treitz

Osagie Noze-Otote

Clementine Dugrand

Get to know all the features of the Roster Dashboard

Rostering Dashboard

Release Notes

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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