Planning

• I don't see any appointments in my planning – what can I do? Does your planning in Bas Software appear empty? This is usually down to your filters. Learn step by step how to check whether your date, employee and appointment type filters are set correctly.

Required staff and vehicles

• Number of required employees and vehicles How many employees you need to schedule is determined before the planning phase

Scheduling staff and vehicles

• Working with the planning board
• Scheduling vehicles and employees Via the planning board and via the job
• Recurring appointments
• Employee skills and their role in the planning Explanation of the employees' skills
• Creating recurring jobs How to schedule recurring jobs
• Scheduling a standalone appointment (without a job) Warehouse work, fleet, etc.
• Scheduling loading into storage Invoicing pitfall when scheduling
• The planning board and the status of the job

Sharing the schedule with staff

• Sharing the planning with your employees

Staff and vehicle availability

• Availability of permanent employees Permanent staff and the work schedule
• Agency worker availability for a longer period Via HRM > employees > availability
• Agency worker availability from the planning For 1 day at a time
• Vehicle availability
• Sickness and planning
• Leave and planning

Planning settings

• Planning settings

The new planning (April 2026)

• The new planning Overview of the revamped planning: teams, timeline, capacity circle, travel times, fixed teams, recurring appointments, automatic saving and Publish day.
• Appointments How appointments work in the new planning: the appointments panel, searching, filtering, scheduling, returning appointments and recurring appointments.
• Teams, vehicles and employees Putting teams together, monitoring capacity, fixed teams, and the difference between extra help and team member.
• Timeline The timeline in the new planning: moving appointments, adjusting times, travel times, recurring appointments on the timeline and the detail screen.
• Publishing the day and sending emails Automatic saving and Publish day in the new planning: when employees and customers see the planning and which emails go out.
• The new planning and the employee app What employees see in the app with the new planning: changes are saved automatically, but only become visible in the employee app after Publish day. Plus: starting, working, completing and signing now happen per crew.
• Fixed teams What fixed teams are and how to create, manage and end them in the new planning.
• Recurring appointments in the new planning How recurring appointments work in the new planning: changing just this day versus the whole series.