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Manage a staff member's working hours
Manage a staff member's working hours
Updated over a month ago

A staff member’s working hours can be used to indicate when they’re available to provide services at your business. You can set a staff member’s working hours by adding available or unavailable time from the staff member’s profile, the schedule, or the Elevate Staff App.

  • Available time – A time or date range during which a staff member is available to provide services at your business. A staff member can only be booked for an appointment during their available time. However, they can be booked for a class or event outside of their set working hours.

  • Unavailable time – A time or date range during which a staff member can't be scheduled to provide services. This can include scheduled lunch breaks, sick days, or vacations.

To learn how to modify a staff member’s availability from the Elevate Staff App, see Elevate Staff App: Managing staff availability.

Caution: Canceling a staff member’s working hours can result in the cancellation of all services scheduled with that staff member within that time period. If you set Display as canceled on schedule to ON, you can review the list of canceled services on the schedule after you complete the cancellation.

Key tips before you begin

  • The most recently added working hours will overwrite any previously set available or unavailable time. For example, if you set an hour of unavailable time from 2:00 p.m. to 3:00 p.m. and then set available time from 10:00 a.m. to 5:00 p.m. on the same day, the unavailable time will be overwritten.

  • If your business has more than one location, you must choose a home location for a staff member before you can set their working hours.

  • If you’re setting a staff member’s available working hours for more than one location, make sure their available working hours at each location are different. If a staff member has the same working hours set at multiple locations, the staff member can be booked at different locations during the same time.

  • When a staff member has available time, clients can book appointments with them, even the available time is outside of the location’s business hours. For details on setting business hours, see Setting a location’s business hours.

Set a staff member’s working hours from their profile

To set a staff member’s working hours from their profile, complete the following:

  1. Click the App Drawer button then click View All > Setup > Staff > Staff Members.

  2. In the list, click the staff member whose availability you want to set. Use the Search option or add filters to easily find them.

  3. In the staff member’s profile, click Working hours.

  4. Click Add available time or Add unavailable time, depending on whether you want the staff member to be available or unavailable for services during the specified time.

  5. Set up the available or unavailable time by filling out the following fields:

    • Location – Select the location where the staff member is based.

    • Start date and End date – Set the date range during which the staff member is available or unavailable.

      • No end date – Select this checkbox if you don’t want to set an end date.

    • Day of the week – Select which days of the week the staff member is available or unavailable.

    • Start time and End time – Set the time range during which the staff member is available or unavailable.

    • Repeats every – Select how often the available or unavailable time will repeat. The options are weekly, monthly, or annually. For example, if the staff member needs Thursdays off every other week, you’d add unavailable time on Thursday, and set it to repeat every two weeks.

    • Available time applies to – Select whether these working hours affect the staff member’s availability for all or selected appointments. You have two options:

      • All appointments – Select this option if you want the working hours to be reflected in all services.

      • Select appointments – Select this option if you want the working hours to apply only to specific appointments, then select the checkbox next to each appointment. The availability of appointments is determined by the services that have been previously set up for the staff member. For more information, see Setting a staff member’s services. If this option is selected, the available or unavailable time won’t be visually represented on the schedule. It will only be displayed under Working Hours in the staff member’s profile.

    • Notes – Enter any notes associated with the staff member’s availability or unavailability. These notes will be displayed either directly on the schedule or when you hover over the time on the schedule depending on whether the Unavailable Notes setting is set to ON. For more information, see Customizing the look and feel of Wellness Living.

  6. Click Add time.

  7. Click Save.

Set a staff member’s working hours from the schedule

To set a staff member’s working hours from the schedule, complete the following:

  1. Click the App Drawer button then click View All > Schedule.

  2. Set the schedule to Calendar view, then select Day or Week.

  3. Click an open area in the schedule. You have the following options:

    • Add available time – Select this option to add available time to the staff member’s schedule. This option will only be displayed when:

      • The schedule is in Day Calendar view and an area that shows unavailable time on the schedule is selected.

      • The schedule is in Week Calendar view, filtered for a single staff member, and an area that shows unavailable time is selected.

    • Add unavailable time – Select this option to add unavailable time to the staff member’s schedule. This option will only be displayed when:

      • The schedule is in Day Calendar view and an area that shows available time on the schedule is selected.

      • The schedule is in Week Calendar view, filtered for a single staff member, and an area that shows available time is selected.

      • The schedule is in Week Calendar view and filtered for multiple staff members.

  4. Update the staff availability by filling out the following fields:

    • Select staff – Select the staff member whose working hours you want to modify. This option will only be available if you’ve selected Modify staff availability.

    • Location – Select the location where the staff member is based.

    • Start date and End date – Set the date range during which the staff member is available or unavailable.

      • No end date – Select this checkbox if you don’t want to set an end date.

    • Day of the week – Select which days of the week the staff member is available or unavailable.

    • Start time and End time – Set the time range during which the staff member is available or unavailable.

    • Repeats every – Select how often the available or unavailable time will repeat. The options are weekly, monthly, or annually. For example, if the staff member needs Thursdays off every other week, you’d add unavailable time on Thursday, and set it to repeat every two weeks.

    • Available time applies to – Select whether these working hours affect the staff member’s availability for all or selected appointments. You have two options:

      • All appointments – Select this option if you want the working hours to be reflected in all services.

      • Select appointments – Select this option if you want the working hours to apply only to specific appointments, then select the checkbox next to each appointment. The availability of appointments is determined by the services that have been previously set up for the staff member. For more information, see Setting a staff member’s services. If this option is selected, the available or unavailable time won’t be visually represented on the schedule. It will only be displayed under Working Hours in the staff member’s profile.

    • Notes – Enter any notes associated with the staff member’s availability or unavailability. These notes will be displayed either directly on the schedule or when you hover over the time on the schedule depending on whether the Unavailable Notes setting is set to ON. For more information, see Customizing the look and feel of Wellness Living.

  5. Click Complete.

Modify or delete a staff member’s working hours

To modify or delete a staff member’s working hours, complete the following:

  1. Click the App Drawer button then click View All > Setup > Staff > Staff Members.

  2. In the list, click the staff member whose availability you want to set. Use the Search option or add filters to easily find them.

  3. In the staff member’s profile, click Working Hours.

  4. Next to the working hours you want to modify or delete, click the Action button then select Edit to modify the existing working hours or select Delete to remove the existing working hours.

    • Select a start date and end date to start applying the schedule change, and then click Next.

      • Select the Ongoing checkbox if you don’t want to select an end date.

    • Select the working hours that you want to edit, and then click Next.

    • Click the Edit button next to the items that you want to edit, make your changes, and then click Next.

    • If clients are affected by this change, choose whether their services are affected, whether they should be notified of the changes, and how they should be notified of the changes. Click Next.

    • Review your changes. Determine whether canceled services should be displayed on your schedule.

  5. Click Complete.

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