Set Up Slot-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. For each slot-based specialist, just enter the number of slots per day of the week. You may also enter a drop-off and pick-up time if you wish when booking the appointment.

Important: The number of slots you set per day of the week will apply to all of this user's slot-based service availabilities.

Your specialist must have at least one recurring slot shifts per week in order for any availability to show.

 

Set Up Slot-Based Specialists

  1. Enter the number of slots available for the date you are adding.



  2. 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).



  3. Select the Save button to save the schedule.

  4. 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.

 

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