Set up teams, reminders and working days

Clinic admins can split chores by crew, nudge the team before close, get a daily wrap-up, and keep chores off closed days. All of this is in Clinic Settings > Chores, and changes save as you go.

Teams

Chore teams are your clinic's groups, the same ones Tasks and team spaces use. The Teams & points sub-tab explains this and has a Manage groups button that takes you to where groups are set up.

When you add or edit a chore, Expected from lets you pick one or more teams, or Everyone:

• Naming a team doesn't hide the chore from anyone. Everyone still sees it and can tick it off.
• A chore with no team belongs to the whole clinic.
• On the board, staff who belong to a team see My teams + shared by default. They can switch to Everyone's or a single team when they're covering.

A team's space also shows Today's chores for that team, with the clinic-wide chores folded underneath under All team chores. People can tick chores off right there.

Reminders

Chores expire quietly at midnight. A reminder gives the team one heads-up before close, grouped by room.

1. Open Schedule & reminders.
2. Turn on Send a reminder before close.
3. Pick a time, and how many chores must still be open before it sends.

Everyone gets an in-app notification. Email goes only to people who turned on chore emails in their own notification settings. The reminder sends once a day and never on a closed day. Tapping it opens the board on the Must do view.

End-of-day summary

The end-of-day summary sends clinic admins a once-a-day wrap-up: how many chores got done, how many were marked not needed, and how many are still open. Staff never receive it. It's off until you turn it on.

1. Open Schedule & reminders.
2. Turn on Send an end-of-day summary and pick a time.

It goes out on working days only.

Working days

Chores don't come due on days the clinic is closed, and a chore rolling forward skips past them. Reminders and summaries stay quiet on those days too.

The Schedule & reminders sub-tab shows which days are on. Working days are clinic-wide, so you change them in Clinic Settings > Clinic profile > Hours & auto-lock, under Working days. They apply to Chores automatically.