Requesting Time Off

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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. Requesting Time Off - Add Time Off screen
  6. For “How?” select “Occurs Once”.
  7. Select the date and time you wish the time off request to be scheduled and add an optional note/reason for your time off.
  8. 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.

    Requesting Time Off - Multi Day request

  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.

    Requesting Time Off - Recurring Time Off Request

  5. For “How?” select “Repeat Weekly”.
  6. Select the days of the week and time of day you wish this request to occur on.
  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 Request

  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 (they will appear on your calendar in violet)
  4. A single time off request:

    Requesting Time Off - Find the time off you want to deleteA multi-day time off request:

    Requesting Time Off - Find the time off you want to delete, multi day request
    A weekly time off request:

    Requesting Time Off - Find the time off you want to delete, weekly time off request

  5. Click on the time off request.
  6. 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.

    Requesting Time Off - Click request, click Delete Time Off button

  7. 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.

    Requesting Time Off - Just Today or All Days deletion request

Note: Only admin and office managers with permission to manage time-off requests are able to delete Multi-Day time off that have at least one day in the past.

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