Set a provider's availability

Availability is the weekly hours a provider can be booked, plus any days off. You paint recurring hours on a grid, then add exceptions for holidays or extra time.

Open a provider's schedule

On Setup, the Availability tab shows every active provider and how much of their week is covered — No hours set, Full week, or how many days are still uncovered. Press Edit in planner on a provider to open their schedule.

Paint weekly hours

1. The planner opens in Availability mode. Drag across a day to lay down an opening.

2. Set the Day, Start, and End for the opening.

   Leave Appointment type on Any type to make the hours cover every service, or pick one type to limit them.

3. Keep Active on and save. You'll see Opening added.

Add time off or extra hours

For one-off changes, add an override. Set Kind to Time off (block) to close a day, or Extra hours to open time outside the normal week.

Time off (block)

Pick a Date. Leave Start blank for the whole day, or set a range.

Extra hours

Set a Date with a Start and End for the added time.

A Reason is optional and shown to staff only. Save to see Override added.