Once you have set up services and teams, you can begin creating a schedule for your team. You can create, edit, and manage schedules.

Create Schedules

1. Navigate to Left-Hand Navigation: Reports & More » Manage Schedules.
   
   
2. Add a staff member to the schedule by selecting the + button in the farthest left Employee column.
   
   
   
3. Add a shift for that user for every day of the week that they should work. When adding a shift, you will be given two options: employee shift, and specialist shift.
   
   
4. Select Employee Shift.
   
   
   
5. Select the Team. 
   
   
   
6. Enter the hours the employee will be scheduled.
   
   
   
7. Select whether the shift should recur every week on the day of week you are adding the shift to.
   
   
   
   1. If set to Yes the shift will recur on that day of the week for future weeks.
      
      
   2. If set to Yes, optionally set a date that the shift should stop recurring.
      
      
8. Select Save.
   
   
   

Specialist Shift

Create a specialist shift for any of your additional services that are appointment-based. For example, you would create a specialist service for any of your grooming, training, or other appointments.

Important: Specialist shifts do not necessarily correlate to the time that a specialist should clock in or out. Specialist shifts control when appointment time spots or slots are able to be booked. For example, a Groomer may come in earlier than their scheduled specialist shift to prepare for the day. To schedule the times that a specialist should clock in or out, you should use an employee shift.

Here is an example of how you might schedule a groomer’s working shift with their specialist shift:

Employee Shift

Create an employee shift for any of your teams. Employee shifts are not related to services. For example, you should not create a team or an employee shift for a service that customers book. For that, you will use a specialist shift.

Repeat for anyone else that should be scheduled that week.

Publish your schedule. Publishing a schedule will push a notification to any employees who have the schedule published notification enabled for their user group. You can publish your schedule once you are done creating and editing shifts for that week. You can publish one week at a time.

 Important: If you need to make any changes to a schedule that has already been published, you can unpublish it, make your necessary changes, and then re-publish the schedule once you are done.

Related Resources

• Set Up Teams How-To
• Split Shifts Reference
• Recurring Shifts Reference
• View Employee Availability & Time Off Requests How-To
• View Labor Hours How-To
• View a Published Staff Schedule How-To
• Send a Published Staff Schedule via SMS or Email How-To
• Enter Employee Availability or Time Off Request How-To