Summary

After you set up services and teams, you can create a schedule for your team. You can create, edit, and manage schedules.

Steps

1. Go to Left-Hand Navigation: Reports & More » Manage Schedules.
2. Select the + button in the far left Employee column to add a staff member to the schedule.

   

3. Add a shift for that user on every day of the week they should work. You get two options: employee shift and specialist shift.
4. Select Employee Shift.

   

5. Select the Team.

   

6. Enter the hours the employee is scheduled.

   

7. Select whether the shift repeats every week on that day of the week.

   

   • If you select Yes, the shift repeats on that day of the week in future weeks.
   • If you select Yes, you can set a date for the shift to stop repeating.
8. Select Save.

   

9. Repeat for everyone else who should be scheduled that week.
10. Publish your schedule when you finish creating and editing shifts for the week. You can publish one week at a time. Publishing sends a notification to employees whose user group has the schedule published notification turned on.

Important: To change a schedule that is already published, unpublish it, make your changes, and publish it again.

Specialist Shift

Create a specialist shift for any additional service that is appointment-based, such as grooming or training.

Important: Specialist shifts do not always match when a specialist clocks in or out. They control when appointment time spots or slots can be booked. For example, a groomer may come in earlier than their specialist shift to prepare. To schedule when a specialist clocks in or out, use an employee shift.

This example shows a groomer's working shift with their specialist shift:

Employee Shift

Create an employee shift for any of your teams. Employee shifts are not tied to services. Do not create a team or an employee shift for a service that customers book. Use a specialist shift for that.

Related Articles

• Set Up Teams How-To
• Split Shifts Reference
• Recurring Shifts Reference