How To Update a Staff Member's Schedule

This guide will show you how to update a staff member's regular work schedule within the appointment scheduling software.

Step 1. Enter the "Edit Schedules" Section

After selecting the "Staff" tab in the Settings page, select the "Edit Schedules" option.
editing a staff schedule for appointment scheduling

Step 2. Select the Employee

In the drop down menu next to "Edit Schedules for", select the staff member whose schedule you would like to edit. That staff member's current weekly schedule will then appear below. Note that if you have selected the option of having a different schedule for your web portal, you can select whether you would like to edit the internal schedule or the online web schedule by selecting on the corresponding button. You also have the option of selecting intervals of 15 or 30 minutes.

We suggest using the same schedule for internal booking and online appointment scheduling. We only recommend enabling both schedules if you want to allow online scheduling for specific time slots within the day.
modifying online appointment scheduling availibility for a staff

Step 3. Assign or Erase Time Slots within the Staff Member's Schedule

You may assign and erase time slots by clicking on the corresponding button to the right of the schedule. To assign a shift, simply click on the "Assign Shifts" button, move your pointer to the appropriate time slot on the schedule, left-click on your mouse and drag your pointer over the time slots you want to include in your staff member's shift. Likewise, to remove a time slot from your staff member's schedule, select the "Use Erase" button, move your pointer to the appropriate time slot, left-click on your mouse and drag your pointer accross the time slots you wish to remove.

Yellow indicates the staff member is available to be scheduled for appointments.
setting time slots for online scheduling within your appointment software

Step 4. Save Your Changes

Don't forget to click the "Save" button at the bottom of the page to confirm your changes.
saving staff scheduling settings within your appointment scheduling software

Step 5. Repeat if Your Online Schedule Differs From Your Internal Schedule

You may repeat steps 2 to 4 if you have opted to have different schedules for internal and online bookings. Simply select the appropriate button at the top of the page to switch between the online and internal schedules. Don't forget to save your changes before switching to another schedule. The option may be selected by checking off the box to the right of the schedule.

If you need assistance with your setup or would like some tips, feel free to touch base.

Contact us for assistance.