A few important things to note:
- You'll need special permission to manage your availability. If don't see the menu items below, you may need to check with an admin to make sure you have the proper permissions.
- Only you and users with permission to override reservation errors will be able to book appointments with you during your unavailable times.
How to get to your Schedule:
- Click "Home" in the left-hand menu
- From the Dashboard, click the "My Profile" button to the right of your name
- Click "Account Settings" at the top of the page.
- Select "Manage Availability" from the drop-down menu. (see below)
Set Up Weekly Availability
Your weekly shifts repeat every week, week-after-week.
Click the "Edit" button to edit your weekly availability:
Adding shifts:
- Click Add to create a new shift. You can create one or several shifts in the same day.
- Click Copy to All to copy a day's shifts to all days of the week
- Click Remove to delete a shift on any day.
Schedule Time Off/ Time On
To add Time Off / Time On from your Profile:
Navigate to your Availability:
Navigate to your Availability:
- Click "Home" in the left-hand menu
- From the Dashboard, click the "My Profile" button to the right of your name
- Click "Account Settings" at the top of the page.
- Select "Manage Availability" from the drop-down menu
- Under "Time Off/On" heading, click add
- Select Time Off or On.
- Enter the start date/time and the end date/time.
- Click on Save to confirm.
Note: Time On can not be scheduled if there is already a Time Off entry for that time period. Similarly, Time Off can not be scheduled if there is a Time on Entry.
The entry will need to be deleted from Manage Availability screen.
Permissions:
End users will need the Manage My Own Availability in order to define their availability and time on/off entries. Admins and Staff can be given Manage Availability For All Users which gives them the ability to adjust available for others.
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