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Work Schedules

NOTE: It is recommended that the Business Hours are set up before the Work Schedules. Click Here for instructions.

Add a Work Schedule #

  1. Go to Employees on the main menu.
  2. Click on a current employee.
  3. Click the Work Schedule tab.
  4. Click and hold to drag a new timeslot. Repeat for any day the employee is working.

NOTE: If the employee doesn’t show on the appointment book after setting up their work schedule, they probably need to be set to show on the appointment bookClick Here for instructions.

Edit a Day or Add a Repeating Break #

  1. Go to Employees on the main menu.
  2. Click on a current employee.
  3. Click on the Work Schedule tab. Then double-click on one of the daily schedules.
  4. Adjust the Start Time and End Time or Enable a break for that day.
  5. Click OK.

Deleting a Day #

  1. Go to Employees on the main menu.
  2. Click on a current employee.
  3. Click on the Work Schedule tab. Then click on one of the daily schedules.
  4. Click the trash can icon to delete the day.
  5. If a day was deleted by accident, click Revert at the bottom of the screen.

Adding/Editing Schedule Rotations #

A schedule rotation is a weekly schedule that repeats within a set date range.

  1. Go to Employees on the main menu.
  2. Click on a current employee.
  3. Click on the Work Schedule tab.
  4. Click either the Edit Rotation or Add Rotation buttons.
  5. Select the start date of the rotation.
    NOTE: If you are creating a new rotation, your previous rotation will end the date prior to your chosen start date.
  6. Click Save.

Delete a Rotation #

NOTE: This option only appears if the employee has more than one rotation.

  1. Go to Employees on the main menu.
  2. Click on a current employee.
  3. Click on the Work Schedule tab.
  4. Select the rotation from the drop-down. Then click the trash icon.

Video - Work Schedules #

Video contents:

  • Adding/editing a schedule
  • Adding/editing a rotation
  • Adding repeating meal breaks
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Updated on May 15, 2023