Create Trainer Availability (How-To)

Article Details

Summary

To create trainer availability, you create a specialist schedule. This article shows you how to add a trainer to the schedule and set up their first recurring shift.

Steps

  1. Go to Left-hand Navigation: Reports and More » Manage Schedules.
  2. Select the + button under the Employee column to add a trainer to the schedule.

    Employee schedule with service times.

  3. Select the first trainer you want to create availability for.

    Add Employee dropdown menu on scheduling app

  4. Select Save, then find the trainer's name on the calendar.
  5. Select the + button under the day of the week you want to create a recurring shift for.

    Employee schedule with service details

  6. Select Specialist Shift.

    Edit Shift window with service options.

  7. Choose the Private Lesson Service for the shift from the Service drop-down.

    Reference: If you have not added the service to the schedule before, Gingr asks if you want to make it appointment-based. Select Continue.

    Edit Shift dialog with date and options.

  8. Choose Slot Based or Time Based:
    • Slot Based: Choose this if animals have one drop-off time at the start of the day, and the trainer's schedule has no set drop-off times.
    • Time Based: Choose this if animals drop off at set times through the day. Enter a Start and End time. The start time is when the first appointment can be booked. The end time is when the trainer is no longer available, so the last appointment slot is before the end time (based on the additional services interval setting).

      Edit Shift window with time options.

  9. Enter a capacity/number of slots:
    • Slot Based: Enter the most animals the trainer should take in a day.
    • Time Based: Enter the most animals the trainer should take per drop-off time.

    Edit Shift window with slots input field.

    Edit Shift window with time settings.

  10. Set Apply to All Future Shifts to Yes.

    Edit Shift settings window screenshot.

  11. Select Save.

    Edit Shift window with save button highlighted.

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