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Setting up availability for team members

To set up your working hours/availability, first ensure the right location is selected. Availability must be set at each location separately, as time zones may differ.

  1. Go to Availability.

  2. Choose Available from the "Schedule type" drop down.

  3. In the From field, enter the start time of your availability interval.

  4. In the Until field, enter the end time of your availability interval.

  5. Select the Repeat checkbox and choose the recurrence frequency.

  6. Select the Resources that this availability interval applies to.

  7. Click Save.

Tips

  • To only apply this interval to one person/resource, change Any resource to that specific resource.

  • To apply this interval to everyone except one person/resource, or if a team member is not available for a particular service, click Add exception and specify the condition for the exception.

In our example, we're setting an availability interval to begin on the 08th December 09.00am, and then end on the same day at 05:00pm.

We then repeat this interval weekly - on every weekday - every week, and set this recurrence to never end. 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 5pm on weekdays.

If you'd like this interval to only apply to only one person/resource, 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 is not available for a particular service. 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.

Why is it important to set up correct working hours?

  • Correct working hours ensure 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.

  • Correct working hours ensure that reports work correctly.

  • If your business takes online bookings, clients won't be able to book online if working hours are not set up correctly.