---
schema_version: "1"
id: e20d6def6068c5f00f5d26585fdceda72709969583424499b65f6e70dab621ad
title: Set Up Shifts For Services Resources in Advanced Therapy Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_advanced_therapy_management_set_up_shifts.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_set_up_shifts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e7f5b5773b44aabb2b5b779f273669f8ad3a48e8b7d003c2a1f0c61bf98a6a7f
description: To make appointment slots available for booking through Multi-Step Scheduling, configure shifts for service resources assigned to a service territory. For example, in Advanced Therapy Management, medical staff assigned to a hospital operate in shifts that determine the availability of appointment slots.
products:
  - Life Sciences
release: "264"
---
# Set Up Shifts For Services Resources in Advanced Therapy Management

To make appointment slots available for booking through Multi-Step Scheduling, configure shifts for service resources assigned to a service territory. For example, in Advanced Therapy Management, medical staff assigned to a hospital operate in shifts that determine the availability of appointment slots.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health Cloud
                or Life Sciences Cloud</p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d83335e66">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d83335e66 ">To access Multi-Step Scheduling features:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d83335e66 ">
              <p>Multi-Step Scheduling permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Manage Multi-Step Scheduling
                features</p>
            </td>

          </tr>
        </tbody>
      </table>

To associate a shift with a work type, enable the Salesforce Scheduler for Health Cloud setting.

1. From the App Launcher, find and select **Shifts**.
2. Click **New**.
3. Enter start and end times for the shift.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-life_sciences-264-0-0-production-enus/ebdafac5-c5fe-47a7-ac14-81533ab4e08f/images/icon_note.png)
    
    Note If you’re creating recurring shifts, the start time and the end time must be 24 hours or less.
4. For Status, select **Confirmed**.
5. Select the service resource for whom you’re configuring the shift.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-life_sciences-264-0-0-production-enus/ebdafac5-c5fe-47a7-ac14-81533ab4e08f/images/icon_note.png)
    
    Note The service territory member associated with this service resource must have membership dates that overlap with the dates for the shift.
6. Select the work type for this shift.
7. For Time Slot Type, select **Normal**.
8. For Type, select **Recurring**.
    
    If you don’t see Type on the Shift record, go to the object management settings for Shift. Click Page Layouts and select Shift Layout. Drag and drop the Type field on an editable part of the page.
9. Select whether you want the recurring shifts to be daily, monthly, or weekly.
    1. For daily occurrence, select the number of days it repeats. Select the date until which the shifts are expected to continue or the number of times it’s expected to continue.
    2. For weekly occurrence, select the frequency with which it repeats and the days on which it repeats. Select the date until which the shifts are expected to continue or the number of times it’s expected to continue.
    3. For monthly occurrence, select the frequency with which it repeats. Choose if the shift occurs on a particular day every week, or on a specific date. Finally, select the date until which the shifts are expected to continue or the number of times it’s expected to continue.
10. Save your changes.

#### See Also

- [_Salesforce Help_: Manage Shifts in Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.ls_manage_shifts.htm&type=5&language=en_US)
- [_Salesforce Help_: Enable the Salesforce Scheduler for Health Cloud Setting](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_enable_salesforce_scheduler_for_health_cloud_admin_settings.htm&release=264.0.0&type=5 "Define the availabilities of service resources for work at a service territory by associating shifts with work types. To do this, you must first enable the Salesforce Scheduler for Health Cloud setting.")