Summary

This article shows how to add a user to the Manage Schedules page and how to create a specialist schedule. To create a new specialist, you must first create a user account.

Before You Begin

• You need a user account in Gingr to create a specialist schedule. To create one, see Create & Activate a New User.
• Time-based Specialists have appointments at set times for set durations.
• Slot-based Specialists have appointments based on their workload capacity for a date. Slot-based appointments are for dates, not times. You can add a drop-off and pick-up time, but it is optional.
• To edit or remove specialist shifts, see Manage Specialist Schedules.

Steps

Add a User to the Manage Schedules Page

1. Go to Left-hand Navigation: Reports & More » Manage Schedules.
2. Select the + button in the user column.

   

3. Select the User, then select Save.

   

Create a Specialist Shift

You create the schedule for each day of the week. You can create each day by hand. If all days are the same, you can copy one day to the next.

1. Select the + button under the date.

   

2. Select Specialist Shift.

   

3. Select the Service this specialist is available for. If the service is not appointment-based, a pop-up tells you. If you continue, Gingr changes the service to appointment-based.

   

4. Select Time Based or Slot Based.

   

5. Choose whether to Apply to All Future Shifts. If you choose yes, the shift repeats on that day of the week for that service. If you choose no, the shift only applies to that date.

   

Set Up a Time-Based Specialist

Time spots on the calendar depend on the service interval, the specialist's availability, and the capacity for the time slot. Set the interval at Left-hand Navigation: Admin » Reservation Types and Services Configuration. For example, if Bath & Brush has a 30-minute interval and the specialist is available 8 am to 5 pm, there are 18 time spots. The first is at 8:00 am and the last is at 4:30 pm. If capacity is 1, Gingr shows one opening per time spot. If capacity is 2, it shows two.

Important: For time-based specialists, the shift start time is the first time the specialist can be booked. It is not always when they clock in. Test your setup after you configure it.

1. Select Start and End times for each day of the week. Set a capacity per time for the service.

   Important: Capacity applies to each appointment time, not the whole time block.

   

2. To add a break, select the Add Shift icon to the right of the time pickers.

   

3. To delete a set of Start and End times, select the red X next to it. If the set repeats, Gingr asks whether to remove it for that date only or for all future dates. If you remove all time sets, the specialist is not available for that service on those dates.

   

4. Select Save.
5. The specialist now shows a service shift for that day of the week. A recurring icon shows next to a shift that repeats.

   

Set Up a Slot-Based Specialist

For each slot-based specialist, enter the number of slots for each day of the week. You can also enter a drop-off and pick-up time when you book the appointment.

Important: The number of slots you set for a day of the week applies to all of this user's slot-based services. The specialist must have at least one recurring slot shift per week for any availability to show.

1. Enter the number of slots available for the date.

   

2. To delete a set of times, select the red X next to it. If the set repeats, Gingr asks whether to remove it for that date only or for all future dates.

   

3. Select Save.
4. The specialist now shows a service shift for that day of the week.

   

Assign a Specialist to Multiple Services

You can create a schedule for every service a specialist performs in the same window.

1. Select a shift you already created to open the Edit Shift window.

   

2. In the services list, add the other services for the specialist.

   

3. Choose time-based or slot-based availability.

   

4. Adjust the commission, show to customer, and apply to all future shifts settings. Select Manage Specialists in the upper right corner of the page.

   

5. Save your changes.

The specialist now has separate availability by date for each service.

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