You can create a unique schedule for each of your team members to show when they are available for bookings. You can add shift breaks for lunch breaks, travel time for team members who work in multiple locations or regular staff meetings.
Your team member's schedule will be a recurring schedule in the calendar, however you can make once off or short term changes to a team members schedule check out the Bonus Tip at the end of the page and use our available and unavailable block features.
From the menu, select My Team.
Click on the relevant team member’s name to open their profile.
Select Schedule.
TIP If no option to schedule appears, check to make sure that the team member has been allocated the role of practitioner. Only team members with the role of practitioner can be assigned a schedule.
Select the appropriate Location and start and end times for your team member for each day that should be scheduled to work.
TIP If a practitioner has a split shift, or you want to schedule in a break such a a lunch break or travel break select Add Shift and follow the above steps.
Scroll to the bottom of the page and select Save Changes.
To change a team member’s schedule, follow follow the steps above and don't forget to save the changes.
If you wish to delete a part of the schedule click X next to the location and time you wish to delete.
Again, don't forget to click Save Changes.
💡 Bonus Tip: How to block off a Practitioner's time without changing the whole s schedule
If someone’s away on holidays or sick for the day OR you want to open up a once of shift you don’t need to change their whole schedule. You can add an available or unavailable block directly to the calendar.
Click on the day and time you want to change their availability.
The book appointment pop up will appear, and at the top of the pop-up, will show option to “Create an unavailable block” or "Create available block" . Once you have selected your option you can then select a start and end time for the unavailable/available block.
If it’s more than one day, for example three days in a row or every second Monday, you can customise a repeat available or unavailable block.
It’s a simple way to make short-term changes without changing their regular schedule.