Not a cloud user? Check out the desktop article.
๐ Overview
Learn how to update employee working hours so the Appointment Book and Online Booking reflect accurate availability. Use the steps below to set single-day shifts, breaks, or recurring schedules on the web or mobile.โ
๐ ๏ธ Editing Employee Schedules
Update when employees are working or off, and apply changes to specific days or recurring patterns.
๐ฅ๏ธ From the Cloud Website
Click the arrow to learn how to edit schedules on the website
Click the arrow to learn how to edit schedules on the website
๐กPro Tip:
Availability appears on the appointment book as white for working hours and grey for not working.
Use recurring schedules for consistent hours, then fine tune single days as needed.
Select More and then click the Schedule.
โDouble-click the cell in the employeeโs column for the date you want to edit.
โSelect whether the employee is Working or Off (choose a reason if off).
โSet the Start and End times.
โTo repeat the same pattern, choose Repeat.
Click Schedule.
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๐ฑ From the Mobile App
Click the arrow to learn how to edit schedules on the mobile app
Click the arrow to learn how to edit schedules on the mobile app
Tap More in the app menu.
โChoose Scheduling.
โSelect Employee Schedules.
โSelect the employee to edit.
Tap the date you wish to modify.
โMark if the employee is Working or Off.
โEnter Start Time and End Time.
โFor recurring schedules, tap Make Recurring Schedule, select weekdays, set an end date, then tap OK.
โTap Done in the top right when complete.
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โ FAQs
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Why am I not able to see all employees on the scheduling page?
Click the arrow to view the answer
Click the arrow to view the answer
If the employee is not showing it is likely due to their employee profile not being fully set up. They must set a password prior to that being shown actively throughout the software.
Can I record a reason for time off?
Click the arrow to view the answer
Click the arrow to view the answer
Yes, when marking Off on the website you can select a reason (e.g., vacation). Those preset options cannot be edited or changed.
How do I close for the entire day?
Click the arrow to view the answer
Click the arrow to view the answer
To close the entire day you would use the Close option in the Business Hours row under the date you would like closed.