> ## Documentation Index > Fetch the complete documentation index at: https://help.visualcare.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Editing shifts > How to edit existing shifts, manage series, handle leave, and navigate the client roster Once a roster has been created, edit individual shifts, single items in a series, or entire series. This page also covers roster navigation, leave management, and other roster tools. ## Roster navigation The client roster screen includes several quick-access features at the top of the page. ### Hyperlinks Click on the hyperlinks at the top of the roster screen to quickly access related information: * **Client Name** - opens the client profile page * **Address** - shows the location on Google Maps * **Email** - opens a new email to the client Roster hyperlinks ### Toolbar The toolbar provides access to budget, notes, leave, deleted shifts, and roster history. Roster toolbar ### Publish toggle * **Publish ON** - workers see their shifts and get notifications as shifts are updated, added, or deleted * **Publish OFF** - workers don't see any shifts on their phone. Make changes without triggering notifications ### Complete a roster When a roster is finished (for example, the client has ceased services), click **Complete**. Then filter out completed rosters in your roster list. Complete roster ## Editing a recurring roster Right-click on a recurring roster item to see the available options: Right-click menu on recurring shift | Option | What it does | | ------------------------------------------ | ---------------------------------------------------------------------------- | | **Edit series from here forward** | Make changes and click **Save** to update all future shifts in the series | | **Delete from here forward** | Deletes the entire series from that day forward | | **Delete single shift (create exception)** | Deletes one rostered item in a series and creates an exception | | **Mark this shift as on leave** | Opens leave options for this shift. Apply this to multiple entries as needed | | **Mark series on leave from here forward** | Marks the series on leave from that date forward | Edit series form ## Editing a one-off or single item in a series Double-click on the item and change the details. A message at the top of the screen confirms you're editing a single roster item. Editing single roster item ## Editing an entire series Left-click on one of the roster items in the series and select **Edit Series**. Edit series option A message at the top of the screen confirms "You are editing the entire roster series". Editing entire series message ## Managing leave and cancellations To enter leave or a cancellation for a client, select the **Leave** button at the top left of the roster. Select a date range or multiple individual items at once. Alternatively, right-click on a shift or series to add leave directly. Leave button Select the date range to highlight tick boxes, or select items individually, then click **Next**. Select shifts for leave Select the type of leave or cancellation and configure the relevant charge and pay settings, then click **Save**. Leave settings Right-click on a shift to see the leave type and to remove leave from the shift or series if needed. Review leave ### Leave charge and pay options The client is not charged but the worker is paid. * Select **Leave Type** and **Leave Code** * Reduce **Cancellation Charge %** to 0% * Leave **Pay Hours** as is (defaults to full shift pay hours, or enter reduced hours as per your policies) No charge, pay worker Neither the client nor the worker is paid. * Set **Leave Code** to **No Code** to make sure the leave is not sent to timesheets for invoicing or payroll No charge, no pay Both the client is charged and the worker is paid. * Select **Leave Type** and **Leave Code** * Set **Cancellation Charge %** to 100% (or a reduced percentage as per your arrangement) * Leave **Pay Hours** as is (defaults to full shift pay hours, or enter reduced hours as per your policies) Charge client, pay worker The client is charged but the worker is not paid. * Select **Leave Code** and set **Cancellation Charge %** to 100% (or a reduced percentage) * Update **Pay Hours** to zero (or enter reduced hours as per your policies) Charge client, no pay ## Roster notes Click the **Notes** icon in the toolbar to view notes in the roster area. Notes icon Produce a roster notes report by selecting a date range and clicking **Submit**. Roster notes report The report lists all roster notes entered when creating a shift or shift repeat. Export to Excel if needed. Notes report list To view notes for a specific shift, left-click on the shift and select **View Notes**. View notes for shift ## Deleting shifts and rosters ### Delete shifts from a date Select **Delete Roster** then **Delete shifts from date** to remove all shifts from a specific date. Delete shifts from date ### Recover deleted shifts Go to **Deleted Shifts** in the top left corner of the roster and select shifts to reinstate. Recover deleted shifts Deleting a roster removes it permanently. Use the **Complete** function instead if the client has simply ceased services. ## Running into issues? See [Scheduling troubleshooting](/troubleshooting/rostering-issues) for common errors and fixes. ## Related articles Set up a client roster and create individual shifts Set up repeating shift patterns and split shifts View budget details while working in the roster Identify and resolve shift conflicts