Override a Schedule (How-To)

Article Details

Summary

A specialist may work a recurring schedule but have different availability on one date, such as a shorter day or a day off. You can override their recurring schedule for specific dates.

Steps

  1. Find the shift to change and select it to open the Edit Shift pop-up.

    Weekly schedule with service details

  2. Change, add, or remove start and end times (or slots).

    Edit Shift window with time and capacity settings.

    Edit Shift window with slot settings.

  3. Set Apply to All Future Shifts to No so the change applies only to this date.

    Edit Shift settings window screenshot.

  4. Select the red X next to a time block to delete it for this date.
  5. Select Save.

Examples

Alex Is Unavailable for the Entire Date

Alex usually takes appointments for "Grooming Services | Full Service Groom" on Thursdays. On December 6th, she needs the day off. Edit Alex's shift and remove the shift for only December 6th.

Employee scheduling interface screenshot.

Important: An orange exclamation point marks days where you removed a recurring schedule to make a specialist unavailable. Select it to remove the override and restore the recurring schedule.

Alex Needs a Break in the Middle of the Day

If a specialist needs a break from 12 PM to 1 PM and normally works 9 AM to 5 PM, set up two overrides for the time they are available.

Employee scheduling calendar view

Alex Works Different Hours for One Day

Alex usually works 9 AM to 5 PM but will work 9 AM to 6 PM for one more appointment. Add an override for the new availability.

Employee shift schedule for the week.

Alex Works on a Day They Normally Do Not

Alex does not usually work Saturdays but will be available one Saturday. Add a new shift for that date and set Apply to All Future Shifts to No.

Employee schedule with service shifts.

Alex Leaves Early on One Date

Alex usually works 9 AM to 5 PM but must leave at 2 PM on this date. Edit her shift for that date and set Apply to All Future Shifts to No.

Employee schedule showing an early end time.

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