How to set staff availability at a location [Video]
Once you've created a staff member, the next step is to assign the default days and hours the staff member is available to be booked.
Timely will use this information, in conjunction with the roster, to suggest available appointment times when customers are booking online. In this guide, we will cover how to:
- Set the staff booking frequency.
- Set the default hours for staff member.
- Apply those hours to the roster.
Check out the video below, or read on to find out more!
Set the staff booking frequency
The staff booking frequency controls the interval in which available appointments are shown online i.e. setting this to 15 minutes will show appointment slots at 9:00am, 9:15am, 9:30am etc.
This can be adjusted for each staff member individually. If you would like to reduce the number of available slots, choose a higher interval e.g. 1 hour. For more options, choose a smaller interval e.g. 15 minutes.
- Go to Setup > Staff and click Edit next to the staff member
- Scroll down to the Normal working hours section:
- Update the Can be booked every setting to the desired interval:
- Determine if you would like a Break to restart the booking frequency:
- Click Save to apply your changes.
The staff booking frequency is started from the staff member's rostered Start time.
When an existing appointment or busy time coincides with a booking slot, then this booking slot will not be available online.
You can also determine if you would like any Breaks for that staff member to reset the booking frequency. If this is enabled, the booking interval will be restarted based on the break's end time.
Check out our How to set online booking frequency guide for more information.
Set their normal working hours
- Head to Setup > Staff and click Edit next to the staff member.
- Scroll down to the Normal working hours section.
- If you have multiple locations, they will be listed in this section:
- If you only have one location then you will just be shown the days/hours of that location.
- For multiple locations, click on the location you wish to add working hours to:
- Set the staff member as available by clicking the checkbox for each day the staff member works:
- Adjust the Start and End times accordingly by clicking on the number and selecting the time from the list:
- If your business has more than one location, repeat steps 5 to 7 for each location.
- Click Save when you have finished.
If you would like to add regular breaks, like a lunchtime or scheduled meeting, you can add a break to the staff member's normal working day. Check out our guide on how to Block out time with Busy time or breaks (see Related articles).
Note: These hours are the default hours and can be overridden on the Roster (Setup > Roster) and by any closed dates added to the business ( Setup > Closed dates).
Apply working hours to the roster
Before a staff member can be seen in the calendar, you will also need to apply those Normal working hours to the Roster.
- Head to Setup > Roster from the main menu.
- Select that staff member and location from the options and click Go to view the roster:
- Click on the Set normal hours link under the staff member's name:
- This will take you to their staff profile, where you can click Save to apply those hours you've just set.