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Setting up working hours and availability

It's important to set up correct working hours for you business for the following reasons:

  • so that your main calendar has helpful visual cues to clearly indicate when team members are on holiday/time-off vs blocked out vs available/business as usual.

  • so that reports work correctly

  • most importantly, if your business takes online bookings, clients won't be able to book online if this hasn't been done

To set up your Working Hours/Availability, first, ensure the right location is selected.

Note, availability must be set for each location. There is currently no way to set a schedule for all locations at once.

Working hours can be set for an individual or a Team at the selected location by either of the following ways:

  • for an individual, go to Settings | Team Members and click on the relevant Team Member who's taking leave, then click the Availability button on the top right, then click the + Add Schedule button, again on the top right.

  • for an entire team at a location taking time off, go to Availability, then click the + Add Schedule button on the top left of the calendar.

This brings up a modal to create an Available or Time off interval for the Location In the new modal that pops up, choose Available.

Next, populate the modal so that it looks similar to the example below. In this example, we're setting an Availability interval to begin on the 16th March 9.00am, and then end on the same day at 06:00pm. Then we repeat this interval weekly, on every weekday, every (one) week, and Never end this repeating pattern. In this example, the Availability interval that we're repeating applies to All services for the business, as well as all team members that take bookings, i.e. resources.

In other words, this schedule will make everyone at this location available between 9am and 6pm on weekdays:

If you'd like this interval to only apply to only one person/resource, then change Any resource to that specific resource, for e.g., Applies to All services serviced by Percy Perfect.

If you'd like this interval to apply to everyone except one person/resource OR perhaps a team member does is not available for a particular service. click Add exception and specify the condition for the exception

In this example below, Paizlee Perfect does not work these standard office working hours and Percy Perfect does not provide "Follow up Consultations" during these particular hours.

Clicking on the purple '+' on the right allows you to add multiple conditions for Applies to or Does not apply to.