Shifts from the client portal
Open client-scoped Shifts, request new coverage (Request Shift / Request a New Shift), and track My shift requests you submitted.
Outcome
You open Shifts as a Client, open the request form without submitting, and find My shift requests (`created_by_me`) when present: without using the planner Assign board.
Who it's for
Client with shifts access
Prerequisites
- Client role with a linked client organization
- At least one project (and location) helps when filling the request form: empty lists still teach the screen
Steps
- From the Client sidebar open Shifts. You see the shared Shifts screen scoped to your client: project selection (not the full multi-client planner picker). See the Planning cluster for how the agency assigns and statuses work; you request and review, you do not run Smart Assign.
- Request new coverage. From Client Dashboard, Request Shift goes to Request shift, and the home card Request a New Shift lets you Show Form / Hide Form for the ClientShiftRequestForm. Fields (product labels): Project, Location, Start Time, End Time, Comments / Notes, optional Repeat (Once / Weekly / Monthly) and Occurrences, plus Same as last time when a prior request is stored. Submit is Request Shift: do not submit during learning.
- After you submit for real, the agency assigns a suitable resource and follows up (form intro). Status and assignment depth belong on the planner side: see Planning.
- Track what you asked for: on the dashboard, My shift requests (when you have any) opens My shift requests with your client id so the list filters to requests you created. If you have none yet, learn the empty client Shifts screen instead.
- Use View Shifts / date filters on Shifts to review upcoming and past client-scoped work. Next in this cluster: Invoicing and Contracts from the Client finance menu.