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NEW! "Add Time" and "Remove Time" to Staffs' Schedules

Updated

Cojilio Calendar Add Time Remove Time.png

You asked, we listened! You can now "add time" or "remove time" from a staff/calendars schedule.

How to: Add Time (Regular)

Regular Added Time: Quickly add a time a slot so clients can book with you during that time. Add an optional description for full visibility of why the time was added (because even the best of us forget sometimes!)

Login to your Online Calendar

  • In Week View or Day View, click on the time you wish to add time for
    • Click "+ Add Time" to add time

Cojilio_Development_2021_Group_5 (1).png

  • Select the employee
  • Choose the start date and end date for this added time
    • Example: May 7th
  • Choose the start time and end time
    • Example: 9 AM - 10 AM
      • Optional: Enter a description for the added time

Cojilio_Development_2021_Group_6 (1).png

  • Click Add Availability Time to save and create the added time
    • The added time will now appear in your Online Calendar in Week View and Day View

Cojilio_Development_2021_Group_7.png

Note: "Adding Time" will add availability to the resources schedule for the selected day(s). Clients will be able to book with the staff/calendar during this added time unless it is deleted.

Key Details about Added Time:

  • Clients will be able to book with you during this added slot unless it is deleted.
  • Blocked Slots created over Added Time will not allow clients to book.

How to: Add Time (Recurring)

Recurring Added Time: Need to add a recurring time, for example every other Friday from 5 PM - 6 PM that a staff is not usually available for? Well now you can! Select "Recurring Add Time" to repeat the recurring added time for as long as you need.

Login to your Online Calendar

  • In Week View or Day View, click on the time you wish to add time for
    • Click "+ Add Time" to add recurring time

Cojilio_Development_2021_Group_18.png

  • Select the radio button for Recurring Add Time
  • Select the employee
  • Choose the start date and end date for this added time
    • Example: May 24th to June 15th
  • Choose the start time and end time
    • Example: 3 PM - 5 PM
  • Choose what day you want this added time to recur on
    • Example: Every other Friday
  • Optional: Enter a description for the added recurring time
    • Example: "Available outside of regular hours"

Cojilio_Development_2021_Group_21.png

  • Click Add Availability Time to save and create the recurring added time
    • The added time will now appear in your Online Calendar in Week View and Day View

Cojilio_Development_2021_Group_22.png

Note: "Adding Time" will add availability to the resources schedule for the selected day(s). Clients will be able to book with the staff/calendar during this added time unless it is deleted.

Key Details about Added Time:

  • Clients will be able to book with you during this added slot unless it is deleted.
  • Blocked Slots created over Added Time will not allow clients to book.

How to: Remove Time (Regular)

Regular Removed Time: Quickly remove a time a slot so clients cannot book with you during that time. Add an optional description for full visibility of why the time was removed (because even the best of us forget sometimes!)

Login to your Online Calendar

  • In Week View or Day View, click on the time you wish to remove time for
    • Click "x Remove Time" to add time

Cojilio_Development_2021_Group_28.png

  • Select the employee
  • Choose the start date and end date
    • Example: May 17th
  • Choose the start time and end time
    • Example: 9 AM - 10 AM 
      • Optional: Enter a description for the removed time

Cojilio_Development_2021_Group_29.png

  • Click Remove Availability Time to save and create the removed time
    • The removed time will now appear in your Online Calendar in Week View and Day View

Cojilio_Development_2021_Group_30.png

Note: "Removing Time" will remove availability to the resources schedule for the selected day(s). Clients will not be able to book with the staff/calendar during this removed time unless it is deleted.

Key Details about Removed Time:

  • Clients will be able to book with you during this removed slot unless it is deleted.
  • You will be able to book an appointment over removed time by using "Override Booking"

How to: Remove Time (Recurring)

Recurring Removed Time: Need to remove a recurring time, for example every day from  12 PM - 2 PM that a staff is not available for? Well now you can! Select "Recurring Remove Time" to repeat the recurring removed time for as long as you need.

Login to your Online Calendar

  • In Week View or Day View, click on the time you wish to remove time for
    • Click "x Remove Time" to remove recurring time

Cojilio_Development_2021_Group_36.png

  • Select the radio button for Recurring Remove Time
  • Select the employee
  • Choose the start date and end date for this removed time
    • Example: May 15th to December 31st
  • Choose what day you want this removed time to recur on
    • Example: Every day
  • Choose the start time and end time
  • Optional: Enter a description for the removed recurring time
    • Example: "Not available during regular hours for rest of the year"

Cojilio_Development_2021_Group_42.png

  • Click Remove Availability Time to save and create the recurring removed time
    • The removed time will now appear in your Online Calendar in Week View and Day View

Cojilio_Development_2021_Group_40.png

Note: "Removing Time" will remove availability to the resources schedule for the selected day(s). Clients will not be able to book with the staff/calendar during this removed time unless it is deleted.

Key Details about Removed Time:

  • Clients will be able to book with you during this removed slot unless it is deleted.
  • You will be able to book an appointment over removed time by using "Override Booking"

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