Work schedule

After filling out sections with Information, Additional information and Settings and assigning Services you can set up a work schedule for your employee. 

There are several ways to set schedule for staff:

  1. in the Settings — Main settings — Work Schedule section
  2. in the Settings — Main settings — Staff section
  3. in the Appointment Calendar

In this article we will be looking at the first option which is more convenient and has more options that allow you to set up schedules for staff members. Specify the Start repeat and End date of the period you want to set the schedule for, then click the Show button.

Editing

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  1. Go to the Settings — Main settings — Work Schedule section.
  2. Here you will see the schedule for all employees for the period selected. If needed, you can filter the list of employees by their position.
  3. There are two options that allow you to set the schedule: one will be to fill the schedule for a specific day and the other - to fill it by template.

Editing a schedule for a specific day

  1. Click the Fill by day button and click the day you want to set the schedule for in the employee’s schedule.
  2. Set the type for this day: Workday or Day off.
  3. Indicate schedule for the employee. You’ll need to create several intervals that exclude breaks your employee will be having (do that by using the Add a row button and indicate work periods only). To delete a row click the minus button on the right. 
  4. Click the Save button in the pop-up.

Set work schedule according to the template

  1. Click the Fill by template button and then click the link on the right, under the ‘Template’.
  2. In the pop-up set the type of day for the template: Workday or Day off
  3. Indicate schedule for the template. You’ll need to create several intervals that exclude breaks your employee will be having (do that by using the Add a row button and indicate work periods only). To delete a row click the minus button on the right. 
  4. Click the Save button. 
  5. Click the days you want to set the schedule for according to the template you configured.

Days you changed the schedule for will be indicated with blue circular arrows. For the changes to be saved you’ll need to click the Save button in the upper right corner. To cancel the changes you’d made click the circular arrow icon on the specific day.

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