Trading a shift with another physician

To trade one of your shifts with another physician, follow-up on the trade offer or withdraw it, follow the steps below.

  • Transfer: Offering a shift transfer (complete or partial) to another physician. Click here for more information.
  • Trade: Offering a shift transfer to another physician and take on one of the physician's shift in exchange. 
  • Offer on the marketplace: Offering a transfer, trade, or both options to all members of the group. Click here for more information.



  • Connect to Portal with a member’s profile.

  • Shifts must have been assigned to you previously in your personal calendar.
  • Shifts must be configured to be transferable.
  • Both members must be configured with the skills for the shifts to trade.

Access in Petal

  • Home page > Left menu > Calendars > My Calendar


  1. From the left menu bar, select Calendars and then click on My Calendar.
  2. Click on the shift that you wish to trade.

  3. In the shift details panel opening up, click on Trade.


4. The list of members that have the skills to take on the selected shift is displayed. The status is displayed for each member (available, absent, booked on an event).

(i) Only the members configured with the skills for this shift will appear in this list.


5. Select one or more members to offer the trader. Click on Continue.

6. To select a shift to trade, click on Pick a shift in return (optional).


  • If you picked a shift, select the shift from the recipient that you wish to trade with yours and click on Continue.

7. Click on Send.

8. The Trade offer status is Awaiting a response from the recipient.



Withdraw my trade offer

A trade offer that is still in waiting mode can be withdrawn..

1. Click on the pending shift.

2. In the shift details panel, click on Withdraw.

3. Click on Withdraw again in the confirmation message.



4. The Trade offer is removed.