Set Up Slot-Based Specialists (How-To)

Article Details

Summary

Time-based specialists have appointments set at specific times for specific lengths. Slot-based specialists have appointments set by their general workload capacity for a date. Slot-based appointments are created for specific dates, not specific times. For each slot-based specialist, enter the number of slots for each day of the week. When you book the appointment, you can also enter a drop-off and pick-up time.

Important: The number of slots you set for each day of the week applies to all of this user's slot-based service availability. Your specialist must have at least one recurring slot shift each week for any availability to show.

Steps

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

    Edit Shift window with slot settings.

  2. To delete a set of Start and End times, select the red X next to it. If the time set repeats, Gingr asks if you want to remove it for that date only or for all future dates.

    Edit Shift window with service options.

  3. Select Save.

The specialist now shows a service shift for that day of the week. A recurring icon shows next to a shift that repeats on that day of the week.

Employee schedule with service slots.

If Something Goes Wrong

If you remove all available time sets for a specialist, that specialist is not available for that service on those dates.

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