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Modifying Employee Schedules

These instructions will help you adjust the working times an employee is shown as available on your appointment book. The hours that an employee is shown as available on the appointment book is determined by the scheduled hours entered for that employee. Making sure that the employee schedules are accurate is essential if you use Online Booking. If an employee has no schedule entered, your clients will not be able to book appointments with that employee.
 
Modifying Employee Schedules from the Cloud Website
  1. Click the Schedule icon at the top of the cloud software website.
  2. Double-click on the square next to the employee and under the date that you would like to modify.
  3. Select if the employee will be working or not in the upper left. If you choose that the employee will be off that day, you can also choose a reason as well.
  4. To enter the hours an employee will work, enter the the start and end times in the boxes in the bottom right, and then click the Add button.
  5. If an employee will be taking a scheduled break in the middle of the day, you can include that by entering multiple start and end times for the first and second halves of the day when the employee will be working.
  6. To copy this schedule to other days, you can click the Set Up Recurring Dates button and check the days of the week that this schedule applies to, and select the end date to indicate how far from the start date you want to copy this schedule.
  7. When you are done, click the Save button in the lower right.
  8. Your employee will have red time blocks on the appointment book when he/she is not scheduled to work and the column will be white when the employee is available.
Modifying Employee Schedules from the Mobile App
  1. Go to More.
  2. Under the scheduling section, select Employee Schedules.
  3. At the bottom of the screen, you can adjust what employee’s schedule to look at.
  4. Click on the day you wish to edit the schedule for.
  5. Select whether the employee is working or not that day.
  6. Select Start Time and enter the employee’s start time
  7. Select End Time and enter the employee’s end time.
  8. To copy this schedule to other days, you can click Make Recurring Schedule  and select the days of the week that this schedule applies to, and select the end date to indicate how far from the start date you want to copy this schedule. Press OK when you are done.
  9. When you are done, click the Save button in the top right.
  10. Your employee will have red time blocks on the appointment book when he/she is not scheduled to work and the column will be white when the employee is available.

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