Register time off for a team member

When a team member is on holiday, ill or at a training, you record it as time off. During that time they cannot be booked online, and you see the absence in the roster and in the calendar.

Add time off

1. Go to Settings › Team members › Scheduled work hours and click Add › Time off. You can also use a day in the roster, with Add time off, or in Team members use Actions › Add time off.
2. Choose the Team member and the Type. The type is required; the first type in the list is filled in by default.
3. Choose the Start date and the End date. For a single day they are the same.
4. For whole days, tick All day. If you leave it off, choose the start and end time (09:00 to 17:00 by default), for example for a dentist's appointment.
5. If the time off comes back every week, for example a fixed afternoon off, tick Repeat and choose the last date under Repeat until.
6. Add a Description if you like and click Save.

Requests and approval

• If you have the permission Can manage time off of other team members, what you enter is approved at once. To leave it as a request, untick Approved.
• If you only have Can manage own scheduled shifts, you enter your own time off as a request. Colleagues who may manage time off get a notification about it. If you later move the dates of your approved time off, it becomes a request again.
• You approve a request by opening the time off, ticking Approved and saving. The team member gets a notification of the decision. If you later untick Approved, the team member gets a notification that the time off was declined.
• A request that has not been approved yet still keeps the time free: nobody can book the team member online during that period.

Change or delete time off

1. Click the time off in the roster and choose Edit or Delete. On a phone you can only delete time off; edit it on a computer.
2. For time off that repeats every week, a change applies to every occurrence. When deleting, choose Only this time or Every time.
3. Time off over several days in a row is deleted in one go, all days together.

When the whole salon is closed

For bank holidays or a holiday closure, do not add time off per team member. In Scheduled work hours, choose Add › Business temporarily closed. This takes you to Settings › Planning › Closed periods. You need the permission Can manage the days the business is closed for this.

Who may do this

You enter your own time off with Can view own scheduled shifts and Can manage own scheduled shifts. Entering and approving colleagues' time off takes Can manage time off of other team members. You set this under Settings › Team members › Permission roles.

Frequently asked questions