Org Admin Guide

AIER Schedule is an AI-assisted physician scheduling platform. As an org admin you own the workspace: locations (departments), users, billing, and tier. Schedulers build the actual rosters; providers view and swap. This guide walks you from a brand-new signup through a published first month.

Tip: You get a 60-day free trial with every tier unlocked. No credit card required to start.

1. Add your locations (departments) under Locations — every schedule lives inside a location.
2. Pick a tier — Essentials (manual + import), Intelligence (AI builder), or Complete (learning + voice rules).
3. Invite your scheduler(s) — go to Physicians / Team, add them with the Scheduler role.
4. Add providers — open Physicians and click Add provider to add each provider individually (name, email, FTE). Provider bulk import isn't available yet; if you need to import an existing month's schedule, use Upload schedule.

Tip: Preview the provider experience at /physician-preview before inviting the whole team.

• Org admin — locations, users, billing, tier, org-wide settings.
• Scheduler — builds and publishes schedules; edits shift types, preferences, holidays.
• Provider (physician / PA / NP) — views assigned shifts, syncs their calendar, requests swaps, submits time-off.
• Platform admin — AIER internal only, not assignable by customers.

Your trial ends 60 days after signup. Manage your plan and payment method from Billing — clicking upgrade or manage opens a secure Stripe billing portal where you can update your card, download invoices, and change tier. Upgrading tiers is instant; downgrades apply at the next billing cycle.

AI usage (Complete tier) is tracked separately under the admin-only AI usage report and isn't billed through the Billing page.

One workspace can hold many locations. Rosters, shift types, and holiday sets are scoped per location so a multi-site group can share billing without mixing schedules.

1. Open Locations.
2. Click Add location.
3. Assign schedulers per location under Physicians / Team.

• All data encrypted in transit and at rest.
• Row-level security ensures schedulers and providers only see their own location.
• Provider iCal feeds use private, revocable tokens. Providers can rotate their own token from My schedule → Sync calendar → Regenerate.
• For a data export or deletion request, email support@aierschedule.org.

• In-app Help Assistant (bottom-right bubble) answers most how-to questions.
• /how-to hosts step-by-step guides and downloadable PDFs.
• Email support@aierschedule.org for account or billing issues.