Adding available and unavailable time on the schedule

After you set a staff member’s working hours, you can add available or unavailable time into their day-to-day schedule. You can do this from their staff member profile and the schedule.

NoteA staff member’s working hours cannot be canceled from the schedule. If you need to cancel a staff member’s working hours, you can do so from their profile. See Managing a staff member’s working hours for more information.

To set available or unavailable time on the schedule:

  1. Click the App Drawer button .
  2. In the App Drawer, click Schedule.
  3. Change to the Calendar and Day views. For details, see Schedule views.
  4. On the schedule, find the staff member for whom you want to set available or unavailable time.
  5. Click directly on the schedule under the staff member’s name and, in the list, select Add Available Time to add available time or Add Unavailable Time to add unavailable time.
  6. Enter the time details:
    1. In the LOCATION list, select the location where the staff member will be available or unavailable.
    2. In the START DATE and END DATE boxes, select the start date and end date, or select the Ongoing checkbox if you do not want to set an end date.
    3. Under DAY OF THE WEEK, select the days of the week to which the available or unavailable times will apply.
    4. In the START TIME and END TIME boxes, set the hours between which the staff member will be available or unavailable.
    5. Under SERVICES, select whether these working hours affect the staff member’s availability for all Appointment Types or only selected Appointment Types:
      • Click All services including future if you want these working hours to affect the staff member’s availability for all Appointment Types, including any Appointments created after this available or unavailable time is set up.
      • Click Select service manually if you only want these working hours to affect the staff member’s availability for selected Appointment Types. Select the checkbox next to each Appointment Type that this available or unavailable time should affect.
        • If you select the affected services manually, this available or unavailable time cannot be visually represented on the schedule. It will only be displayed under the staff member’s working hours on their staff profile.
    6. Enter any notes associated with the available or unavailable time. These notes will be displayed either directly on the schedule or when you hover over the time on the schedule, depending on the Staff Availability Settings you have selected in the Look and Feel: Schedule settings.
  7. Click COMPLETE.
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