Welcome to the Help Center

In this article, we will look at the following:  

• Setting Custom Hours & Creating Split Shifts
• Importing Staff Schedule

Things to know:

1. The default view is the Day view
2. When in Week view - clicking on a specific day opens the modal for that day, but with the option to expand to see and edit the entire week
3. Days off are split into - day off, vacation, and sick - functionally these all act the same, but there is visual differentiation in the hours schedule and they are reported differently in reports
4. Clicking on the white space around a staff's name will automatically open the full week view modal (when in week view)
5. Only the staff members' default hours will be overwritten when setting hours for all staff using the "All Staff" option

Setting Custom Hours & Creating Split Shifts 

The ‘Hours’ button on schedule or the ‘Edit Availability’ option can be used to customize your hours for a particular day or week without it affecting your regular working hours that were set up on your profile. Let's look at how to set custom hours.

1. Go to your appointment schedule
2. On the left sidebar, you will see the Hours button. If you want you can also filter the schedule by Day View > Select any staff then click on the Edit Availability option.
3. This will open the Custom Hours user interface. Here you will be able to:
   
   • Filter by a specific location
   • Filter by business hours or all hours
   • Filter by specific staff
   • Filter by a specific day
   • Choose between day or week view
   • Import schedule   
4. Select Custom from the drop-down menu 
5. Add your start and end times as well as the frequency. Should the custom hours be for just today or until a specific date? 
6. Once you have saved your changes, your availability will be updated automatically. 

This option is useful when staff members have a recurring day off. For example, if a staff member has every Tuesday off for the next 4 weeks, they can set recurring customized hours. Recurring customized hours are also useful for when there are holidays or special events and the staff member has a different schedule than usual for a specific period of time.

Importing Staff Schedule

Instead of manually entering your schedule each time, you can just import by using the Import Schedule link.

1. Go to your appointment schedule
2. On the left sidebar, you will see the Hours button. If you want you can also filter the schedule by Day View > Select any staff then click on the Edit Availability option.
3. Select the Import Schedule link 
4. Here you can view the instructions pdf and download the spreadsheet
5. How to complete the spreadsheet:
   • Enter (or paste) each staff schedule, starting on Row 3. Row 2 is just an example to help
     you out, but won't be imported.
   • How to specify a day's schedule:
     - Specify a time range e.g., 9:30am - 5:00pm
     - Format the times in the time range e.g., HH:MM (09:30) or H:MM (9:30)
     - Use a "-" between the times with a space on either side
     - Add "am" or "pm" after each time
     - Enter split schedules with semicolon e.g., 9am - 12pm; 1pm - 4pm
     - Enter "OFF" to indicate the staff member has the day off
   • You may simply leave it blank if you don't want to import the data for specific days
   • Please do NOT:
     • Add/edit/remove the staff members or it won't import properly
     • Change the date format in the header or it won't import properly
6. After completing the spreadsheet, upload the file
7. Once uploaded, your availability will be updated with the scheduled hours that you imported

Customized hours should not be used for time-tracking purposes. You should use the Time Tracking Report which can be found by going to Dashboard > Reports > Staff > Time Tracking.