Overview
Before a customer can book an appointment online, available working hours called "Shifts" must be published for each available service provider. Unlike the business, which can place appointments anywhere on the calendar, customers can only self-book appointments online during a published available shift. Staff shifts are published and edited in the dashboard, not through the mobile app, and can be published by both the business and the individual service provider.
FIRST-TIME Publishing Shifts
On the location level, navigate to Manage > Schedule, then Click the + icon next to the staff member's name.
Under Shifts, check each available day of the week and enter the start and end times on each day. To the left, keep "Available" selected, then choose the start and end dates that these available shifts should be published. Choosing 'Ongoing' as the end date publishes the shifts indefinitely.
Once all available days and shifts are entered, click Publish. Shifts are published every week during the specified date range, or on an ongoing basis. Speed Tip: To quickly add availability for a different service provider, keep the same window open and use the Staff dropdown menu to select another service provider then repeat the steps above.
Published recurring shifts will appear in light blue boxes with a repeat icon.
Short time-blocking events such as personal events, lunch, meetings, etc. should be done directly on the calendar using time blocks.
CHANGING an Already-Published Shift
When using the steps above to publish new availability, all future shifts that have been customized ('exceptions' that appear in dark blue boxes) are overridden/deleted. However, all future shifts that have been made unavailable (gray boxes) are unaffected/preserved.
On the location level, navigate to Manage and then Schedule.
To make changes across multiple days, click the + icon next to the staff name and follow the instructions above or
To make one-off changes, click the light blue box to edit the specific shift for that day of the week.
To make only the selected day unavailable, check Publish as Unavailable, enter a reason, and click Save. Unavailable shifts appear as gray boxes. Future shifts on the same day of the week are not affected.
To delete all shifts on the same day of the week, click Remove at the bottom of the window, choose the starting date, then click Save. Future shifts on the same day of the week are removed.
ADDING a Custom/One-Off Shift
On the Schedule, navigate to the day on which you wish to add a custom shift.
Hover your mouse over the specific day, then click Add.
Enter the details of the shift, choosing to have that shift published on:
Only that day
That day of the week ongoing
That day of the week during the custom range (specific time period)
Click Publish. One-off shifts appear as dark blue boxes.
Blocking Calendar for Business Closures
Businesses have two ways to create a schedule or calendar block for business closures. If your business utilizes resources, it is recommended that you set both staff and resources as unavailable from the schedule so the adjustment does not impact utilization. Scheduling a time block does impact utilization as it is a scheduled block of time.
Publishing Shifts as Unavailable
Navigate to the Calendar view, select the staff member or resource scheduled, and click adjust shift.
To make only the selected day unavailable, check Publish as Unavailable, enter a reason, and click Save. Unavailable shifts appear as gray boxes. Future shifts on the same day of the week are not affected.
OR
Navigate to the Calendar view and click on the scheduled staff member. Click on the calendar and select Block Time. Create a time block for the scheduled business closure.
