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User Availability Scheduling
User Availability Scheduling
Updated over 4 months ago


Availability scheduling via the Manage Users area

In the Admin > Manage Users area of the platform, availability schedules can be set on behalf of a user by an admin member in the User Availability tab:

This area comprises of a calendar widget at the top, where visualisation of the users availability schedules are shown. In this calendar days highlighted blue are days with "Availability", orange are days with "Holiday", and red are days with "Sick Leave":


Below the calendar is a table outlining the historical, current and future schedules for the user:

New Availability, Holiday and Sick schedules can be create using the +Availability, Holiday and Sick Leave buttons at the top left of the tab of the area:​

Historical schedules cannot be modified, but can be overwritten with new schedules. However, existing future schedules can be edited or deleted by first selecting them in the table and then using the Edit or Delete buttons.

The the Export button will allow a full history of schedules for the user to exported to an excel file that can be downloaded once built from your Downloaded Reports area.

​For further information on creating Availability, Holiday and Sick Leave, please refer the the relevant sections in this article below.


Availability scheduling via the My Appointments area

In addition to user availability being able to be created and managed by admin members, individual users can input their own availability directly via the My Appointments area at the top right of the platform on both desktop and mobile devices:

At the top right of this area is an Availability button, which once selected provides further buttons to create Availability, Holiday and Sick Leave schedules:

​For further information on creating Availability, Holiday and Sick Leave, please refer the the relevant sections in this article below.


Creating an Availability schedule

Availability Schedules can be created from both the Admin > Manage Users > Availability tab as well as the My Appointments area, buy selecting the +Availability button:

This will open the New Availability Schedule window, where the schedule details can be entered:

At the top of the this window, first the Frequency (one off, weekly, fortnightly) and From / To date range for the schedule is selected:

Next, in the Availability table below, the daily availability times and locations can be set.

A day can be disabled by unticking the checkbox to the left of the day, which will automatically assign the user as unavailable for the whole of that day:

If a day is enabled in the schedule, then the availability time can either be entered as a single session, via the Session 1 times, with no break in between:

...or 2 separate sessions, via the Session 1 and Session 2 times, with a blocked break in between:

Each session can also be assigned to a specific location or locations, using the Location drop down menu next to each session time; to ensure that an individual is only able to be assigned to the relevant location appointments during that availability session (e.g. an individual cannot be booked in for a Clinic appointment, when they are only available for Remote sessions that day):

Once the appropriate schedule options are set, click Save at the bottom right of the window to create the schedule and make it live:

In the Appointments area, when viewing the users calendar in the Day/Employee view, any day or time the user is unavailable will be blocked out:


Creating a Holiday schedule

Holiday Schedules can be created from both the Admin > Manage Users > Availability tab as well as the My Appointments area, buy selecting the Holiday button:

This will open the New Holiday Schedule window, where the required holiday date range can be entered (please note at the moment in time only full days can be scheduled as Holiday):

Once the dates required are entered, click Save at the bottom right of the window to confirm and create the Holiday schedule.

Should any appointments be already have been rostered for the user during these dates, the user will be removed from them so that other available users can be added instead.


Creating Sick Leave

Sick Leave can be entered from both the Admin > Manage Users > Availability tab as well as the My Appointments area, buy selecting the Sick Leave button:

This will open the New Sick Leave window, where the required Sick day date / date range can be entered (please note at the moment in time only full days can be scheduled as Sick Leave):

Once the dates required are entered, click Save at the bottom right of the window to confirm and create the Sick Leave schedule.

Should any appointments be already have been rostered for the user during these dates, the user will be removed from them so that other available users can be added instead.

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