Set Up Time-Based Specialists (How-To)

Article Details

Summary

Time-based specialists have appointments set at specific times for specific durations. Slot-based specialists have appointments set by their general workload capacity for a date. Slot-based appointments are for specific dates but not specific times, though you can choose a drop-off and pick-up time.

For a time-based specialist, you set the start and end times the user is available for a service. The interval set for the service decides the time spots on the calendar. Set the interval at Left Navigation: Admin » Reservation Types and Services Configuration. The specialist's availability and the capacity for each time slot also matter. For example, if Bath & Brush has a 30-minute interval and the specialist is available from 8 am to 5 pm, there are 18 time spots, one every 30 minutes. The first is 8:00 am and the last is 4:30 pm. With a capacity of 1, Gingr shows one opening per time spot. With a capacity of 2, it shows two.

Important: For time-based specialists, you schedule shifts in a weekly schedule. The start time is the first time a specialist can be booked. It is not always when they clock in. Test your setup after you configure it to make sure it works.

Steps

Select the Start and End times for each day of the week, and a capacity per time for the service.
Important: Capacity is per appointment time, not for the whole time block.
Optionally, add breaks in the day. Select the Add Shift icon to the right of the time pickers.
To delete a set of Start and End times, select the red X next to it. If the time set repeats, Gingr asks whether to remove it for that date only or for all future dates. If you remove all time sets for a specialist, the specialist is not available for that service on those dates.
Select Save.