Create Trainer Availability

To create trainer availability, we are going to create what is called a specialist schedule.

1. Navigate to Left-hand Navigation: Reports and More » Manage Schedules.
   
   
2. Under the Employee column, select the + button to add a trainer to the schedule
   
   
   
   
3. Select the first trainer that you want to create availability for.
   
   
   
   
4. Select Save and find your trainer’s name on the calendar.
   
   
5. Add your first recurring shift for the trainer by selecting the + button under the day of the week you want to create a shift for.
   
   
   
   
6. Select Specialist Shift.
   
   
   
   
7. Choose the Private Lesson Service that you want to create a shift for from the Service drop-down.
   

   Reference:  If the service you are using has not been added to the schedule before, you will be asked if you are sure you would like to proceed with making it appointment-based. Select Continue.

   
   
   
   
8. Choose either Slot Based or Time Based based on the following criteria:
   
   
   1. Slot Based: Choose this option if you have a single drop off time at the beginning of the day and the trainer’s schedule does not have a specific drop off times.
      
      
   2. Time-Based: Choose this option if your trainer has animals drop off at specific times throughout the day.
      
      
      1. If you chose time-based, enter a Start and End time for time-based availabilities.
         
         
      2. The start time will be when the first appointment can be booked. The end time will be when the trainer is no longer available meaning that the last appointment slot will be before the end time (depending on the additional services interval setting).
         
         
         
         
9. Enter a capacity/number of slots using the following guidelines:
   
   
   1. Slot Based: Enter the maximum number of animals that the trainer should take in a day.
      
      
   2. Time-Based: Enter the maximum number of animals that the trainer should take per drop off time.
      
      
      
      
      
10. Set Apply to All Future Shifts to Yes.
    
    
    
    
11. Save the shift.
    
    

Related Resources

• Copy Trainer Shifts Across Days of the Week How-To
• Copy Trainer Availability How-To
• Show Trainer Availability in Customer Portal How-To
• Create a Specialist Schedule How-To
• Copy a Specialist Schedule How-To
• Override a Schedule How-To
• Set a Specialist as Unavailable How-To
• Remove Specialist Schedules How-To
• Remove Shifts Beyond a Set Date How-To
• Reschedule Booked Appointments How-To
• Unable to Create or Edit a Specialist’s Schedule Troubleshooting