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This section will demonstrate how to remove a schedule for a user for specific dates. This is the first step you will want to take when a specialist is changing schedules, not working certain days, no longer performing a service, or is leaving the facility so that additional appointments cannot be booked with this specialist.
You can do this for certain dates, certain services, and/or for certain days of the week.
Remove Shifts for Single Date Only
If a specialist is not taking some or all shifts on a given day then you can remove shifts for one day only. As an alternative, you can instead block an entire date from all services using a Facility Calendar block (see Set a Specialist as Unavailable).
- Navigate to Left-hand Navigation: Reports & More » Manage Schedules.
- Select the center date navigation arrows until you are on the week in question.
- Select any shift on the correct date and correct specialist. You can select any shifts that the specialist has on that day to open the edit popup.
- Click the red X to the right of a shift.
- In the resulting popup, click Delete Current Day's Shift. This will remove the shift for that date only.
- Repeat for any additional services on that date that the specialist will not be working.
Related Resources
- Create Trainer Availability How-To
- 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 Shifts Beyond a Set Date How-To
- Reschedule Booked Appointments How-To
- Unable to Create or Edit a Specialist’s Schedule Troubleshooting
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