Set Up Time-Based Specialists (How-To)

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Time-based Specialists have appointments set at specific times for specific durations, as opposed to Slot-Based Specialists who have appointments set based on their general workload capacity for any given date. Slot-based appointments are created for specific dates, but not at specific times, however, you can select a drop-off and pick-up time if you would like.

Continue down to set start and end times the user will be available to perform this specific service. Time spots on the calendar will be determined by the interval set for the service (this is setup by going to Left Navigation: Admin » Reservation Types and Services Configuration) and the specialist's availability and will be influenced by the capacity set for that time-slot. For instance, if the Bath & Brush service has an interval of 30 minutes, and you make your specialist available from 8 am - 5 pm, there will be 18 available times spots for this user, every 30 minutes. The first will be at 8:00 am, the last at 4:30 pm. If you have a set capacity of 1 for this service, the system will show one opening per time-spot for that service. If your capacity is set to 2 for that service, the system will show two available appointments for each time spot.

Important: For time-based specialists, you will be scheduling shifts that specialists will be working within a weekly schedule; however, it is important to understand that when scheduling specialist shifts, the start time indicated the first time that a specialist can be booked, not necessarily when they are scheduled to clock in. It is important to test your setup after configuring it to ensure that it is functioning properly.

Set Up Time-Based Specialists

Select available Start and End times for each day of the week and a capacity per time for that service.
Important: Note that capacities are per appointment time, not for the entire duration of the time block you are creating here.
Optionally add breaks in the day by selecting the Add Shift icon to the right of the time pickers.
To delete a set of Start and End times, click on the red X next to the time set that you want to remove. If the time set is reoccurring, then you will be asked if you want to remove that time set for just that date or for all future dates.

If you remove all available time sets for a specialist then that specialist will not be available for that service on those date(s).
Select the Save button to save the schedule.
The specialist will show a service shift for that day of the week. You will notice a recurring icon next to a shift if that shift is set to reoccur for that day of the week.