Time Off And Availability As Staff

Requesting time off alerts the members of your company responsible for scheduling client appointments that you do not wish to be scheduled during certain time periods. Time off requests can be a one-time request (i.e. Monday, December 8 from 10:00 AM to 2:00 PM) or a recurring weekly request (i.e. Every Monday/Wednesday/Friday from 10:00 AM to 2:00 PM).

Recurring time off requests can be canceled for individual days. For example, if you have a recurring time off request for every Tuesday from 2-6 pm, you might decide that you want to work one of those Tuesdays. See Deleting Time Off Requests.

Making A Single Time Off Request

1. Login to your dashboard.
2. Using the sidebar navigation select “My Schedule”.
3. Click the button labeled “Add Time Off”.

4. A new window will appear.

   

5. For “How?” select “Occurs Once”.
6. Select the date and time you wish the time off request to be scheduled and add an optional note/reason for your time off.
7. When ready, click the button labeled “Add Time Off” to save your request.

Making A Multi-Day Time Off Request

1. Login to your dashboard.
2. Using the sidebar navigation select “My Schedule”.
3. Click the button labeled “Add Time Off”.

4. A new window will appear. 

   

5. For “How?” select “Multi-Day”.
6. Select the dates you wish the time off request to be scheduled and add an optional note/reason for your time off.
7. When ready, click the button labeled “Add Time Off” to save your request.

Making Recurring Time Off Request

1. Login to your dashboard.
2. Using the sidebar navigation select “My Schedule”.
3. Click the button labeled “Add Time Off”.

4. A new window will appear. 

   

5. For “How?” select “Repeat Weekly”.
6. Select the days of the week and the time of day you wish this request to occur.
7. Select a start date for your recurring time off and select an optional end date and add a note/reason for your time off.
8. When ready, click the button labeled “Add Time Off” to save your request.

Deleting Time Off Requests

1. Login to your dashboard.
2. Using the sidebar navigation select “My Schedule”.
3. Using the calendar, find the time off request you wish to delete. Time off will show with a striped pattern.

A single time off request:

A multi-day time off request:

A weekly time off request:

4. Click on the time off request.

If this was a single or multi-day time off request, the following window will appear. Click “Delete Time Off” to proceed with removing the time off.

If this was a recurring time off request, the following window will appear. Choose “Just Today” to remove just that day’s request or “All Days” to completely remove the recurring time off request.

Removing Availability

1. Login to your dashboard.
2. Using the sidebar navigation select “My Schedule”.

3. Using the calendar, find the Availability you wish to delete. Availability will show with a striped pattern.

   

4. Click on the availability you'd like to delete

   If this was single or multi-day availability, the following window will appear. Click “Delete Availability” to proceed with removing the availability.

   
   

   

   If this was a recurring time off request, the following window will appear. Choose “Just Today” to remove just that day’s availability, "Today Future to remove that day and all future availability, or “All Days” to completely remove the recurring availability.

   
   

   

Requesting or Removing Time Off or Availability On Mobile App

Time off can also be requested through the mobile app. From the side menu in the app, tap Time Off or Time Available (this will depend on your company's Time Off/Time Available Settings).

In this section, you will be able to view your scheduled time off or time available.

You can also submit new time off requests or add availability here:

To delete time off or availability, tap the garbage can icon.

A small window will appear to confirm the time off/availability that is being deleted.