Staff Availability on the Scheduler

Benefits of Using Staff Availability

• Reduces scheduling conflicts by clearly showing when staff are available.

• Improves team communication by making availability visible to schedulers.

• Ensures proper coverage by helping assign the right staff at the right time.

Viewing Staff Availability in the Scheduler

1. Go to the Scheduler.

2. Select the Availability filter at the top of the screen.

3. Hover over a time slot.

4. A list will appear showing which staff members are available during that time
   

    

Setting Up Availability Settings (System Settings – Scheduler Settings)

1. Navigate to System Settings > Scheduler Settings.

2. Click the Edit (pencil icon) in the upper right corner.

3. Use the "Shown Available Staff" dropdown menu to:

   • Select staff to include in the availability filter.

   • Deselect staff to remove them from the filter.

4. Save your changes.

Setting Up Staff Availability (Admins - Company Settings – User Management)

1. Admins can navigate to Company Settings > User Management and click the appointment icon to edit another staff member's availability.
   
   
2. From there, edit the staff's availability including setting which days are worked, working hours, and any breaks during the day. 

Setting Your Own Availability (Staff – Profile Settings)

1. Go to My Profile and Settings (upper left corner).

2. Select the Availability tab.

3. For each day of the week:

   • Toggle the day on or off.

   • Set your available working hours.

   • Add breaks if needed.
     

4. Scroll down to Exceptions:

   • Add time off (out of office).

   • Or mark times as available outside your usual schedule.
     

5. Save your updates.