Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Anchor
Top
Top
When adding availability to your staff profile you will first want to make sure the location you're adding availability to is on the account.  To check this you will go to Settings at the top of the page then click  "Locations." Using the search box enter the location's name or address to see if it is an existing location. If it is not check out our "Creating a new location" documentation page.


To add a new date range of availability to an existing location on your account, you'll want to go through the Add Staff availability flow. To get to the Add Staff Availability flow, You will first click on the your name in the upper right hand corner of the screen and Click My Profile:


Then on the left hand side of your staff profile you will click "Individual Meeting Availability"

Once you are on the Individual Meeting Availability screen you will see a green button labeled "Add New Date Range," if you have preexisting availabiltiy availability you may need to scroll down to click this button. To add a new availability you will Click that Add New Date Range button. In the example below you can see our staff member Tom has availability scattered around from May 9th until May 29th, we will scroll to the bottom of this page to click the "Add New Date Range in order to add availability for June 1st



This will take you to the first screen of the Add Staff Availability flow where you will have to determine which path you want to take:



As you'll see in the schedule type options in the screenshot above, you can choose to add:

  • Availability for a single day:this would allow you to setup availability for just 1 date in the future. Say you are only taking appointments on June 1st and don't want to add availability for appointments for any other date than that, choose this option to go through the add staff availability flow.
  • Availability for a date range:this would allow you to set up availability for yourself for certain days of the week between 2 dates. So say between June 1st 2019 and July 31st 2019 you are available on Mondays and Tuesdays to take appointments, choose this option to go through the add staff availability flow.
  • Schedule that repeats every week: this would let you set up availability for an indefinite period of time. You could always modify it later and put an end date on it. Choosing the regularly available schedule option will let you add in a schedule of availability that extends without an end date.
  • Availability that repeats every 2 weeks or more: this allow you to setup availability that repeats every 2 or more weeks or every month. This can be used in the case that you're available every other Monday and Wednesday.

Anchor
Schedule Types
Schedule Types
Click on the links above to walk through the Add Staff Availability flow to add that specific schedule type.



Anchor
Single Day
Single Day
Availability for a single day 


...