Excel Staff-Client Scheduler

Заказчик: AI | Опубликовано: 10.04.2026
Бюджет: 750 $

I need an Excel-based tool that will let me build each day’s schedule by pairing one staff member with one client in defined time blocks. The workbook has to let me type in, for that specific day, which staff and clients are coming in and the exact hours they are available. Once those details are entered, the program should automatically create a timetable that respects three key constraints: 1. Availability – people may be on-site for only part of the day. 2. Skill compatibility – not every staff member can work with every client. 3. Preferred staff-client pairings - prioritize preferred staff pairings with a client. A clear interface for the daily data entry (simple tables or a userform) and an automatic “Generate Schedule” button would be ideal. I also want easy-to-spot flags whenever a conflict appears and the ability to override the automatic suggestion if we need to make a manual swap. Please build the logic in formulas or VBA—whichever keeps the file quick to use and simple for the rest of the team to maintain. The finished workbook should include: • A clean input sheet for staff and client availability/skills • A generated schedule sheet showing each time block’s pairing • Visual conflict alerts • Brief in-file instructions so anyone on the team can update it If you have crafted something similar before, let me know—otherwise, outline how you plan to structure the tables and code so I can be sure the solution will scale as our roster grows.