Set your team's working hours

In Scheduled work hours you record when each team member works. The roster decides when clients can book a team member online, always within the location's opening hours.

How the roster works

• A team member without hours of their own works the location's opening hours. The roster then shows Follows opening hours. If you change the opening hours, this team member's roster changes with them.
• If you work alone, the opening hours of your location follow your roster by themselves: you are open when you work. You turn this on or off in the opening hours of the location, with Opening hours follow the roster.
• Each location has its own roster. If you have several locations, pick the location at the top right first. If someone also works at another location that day, a dashed block under the day shows that location's name and times. Amber means those times overlap the shift here.
• During a closed period (Settings › Planning › Closed periods) nobody can book online. A day without a shift then shows Business closed in the roster; if the team member does have a shift that day, the cell shows an exclamation mark.

Set a fixed weekly roster

1. In the menu, go to Settings › Team members › Scheduled work hours.
2. Click a day in the team member's row and choose Set recurring shifts. You can also use the menu next to the team member's name.
3. Planning type is set to Every week. Choose the Start date, and under Ends whether the roster ends Never or On date; then fill in the End date.
4. Tick the days the team member works and choose a start and end time for each. A day without a tick shows Not working.
5. If someone works in two blocks, for example with a long break, click Add time slot on that day for a second block. At the top you see the total hours per week.
6. Click Save. The roster applies to every week from the start date, until the end date if you chose one.

Change a single day

1. In the roster, click the team member's day and choose Edit this day. If they do not work that day yet, choose Add shift.
2. Change the times, or add a block with Add time slot. You are only editing this day's shifts; other weeks stay as they are.
3. Click Save. You remove a single day with Delete this shift.

View the roster

• Use This week and the arrows to move between weeks.
• Under Team member you show one team member or All team members. You set the order with Custom order, Alphabetical or By hours.
• On a phone you switch between the Team member and Week views. Tap a day to edit it, set recurring shifts, add time off, or delete a shift or time off. Editing time off is only possible on a computer.

More options

• Back to opening hours: from today the team member follows the opening hours again. Single days stay.
• Delete all shifts: removes the team member's shifts in the week you are looking at.
• Options › Assign team members: choose which team members can be booked at this location. Unassign from location takes someone off a location; existing appointments and shifts stay.

Who may do this

You see your own roster with Can view own scheduled shifts and your colleagues' with Can view scheduled shifts of other team members. Changing it takes Can manage own scheduled shifts for yourself and Can manage scheduled shifts of other team members for colleagues. Assigning team members to a location or taking them off it takes Can manage the onboarding process for providers. You set this under Settings › Team members › Permission roles.

Frequently asked questions