Set a Specialist as Unavailable (How-To)

Article Details

Summary

The steps to set a specialist as unavailable depend on whether they are time-based or slot-based.

Steps

Set a Time-Based Specialist as Unavailable

  1. Go to Calendar » Facility Calendar.
  2. On the Day View, select under the specialist who needs to be unavailable.
  3. Select Mark Unavailable.
  4. Set the From Time and Until Time.
  5. Optionally, add a Note.
  6. Select Save.

    Calendar with booking slots available.

Set a Slot-Based Specialist as Unavailable

  1. Go to Reports & More » Manage Schedules.
  2. Select the slot-based service to remove availability for on the date.
  3. Change the slot-based service's capacity to 0. If this is for one day only, do not apply the change to future shifts.

    Edit Shift screen with slot settings.

  4. Select Save.

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