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How to manage your Service Custom Schedule
How to manage your Service Custom Schedule

Learn how to manage your service availability by applying specific times and rules to your service custom schedule.

Ruta Vareikaite avatar
Written by Ruta Vareikaite
Updated over a week ago

This article includes:

  • How do I set it up?

  • How do I update and cancel an existing schedule?

  • How do I review existing schedules?

πŸ› οΈ How do I set it up?

In order to add a new service custom schedule, please go to the Setup tab -> Manage services -> pencil icon (Edit a service) -> Availability -> Custom schedule toggle ON -> Manage -> click the βž• button to add new schedule.

Alternatively, if you wish to easily adjust an existing schedule, on the service management page, instead of clicking on the pencil icon, click on the calendar icon:

  1. Available vs Unavailable times

Via the new service schedule interface, you can select available βœ”οΈ or unavailable ❌ for a certain period of time. The flow is the same for both scenarios and you're in full control how to open up or close the availability of your service.

Please note: If you add an available βœ”οΈ schedule on top of an unavailable ❌ schedule, the unavailable ❌ schedule will supersede.

If you delete the unavailable ❌ schedule, the available βœ”οΈ schedule will come into place.

2. Adding specific times

You can choose the dates the new schedule should apply to. You have the below options:

A) Apply to only a specific date - this will default to the same date you selected to add the schedule to

B) Apply to a date range - you can choose the specific start and end date you'd like this schedule to apply to

C) Apply to a specific weekday every week - this will default to the same day of the week you selected to add the schedule to

D) Apply to multiple days from the date that you selected at the beginning of the flow - this option allows you to customize the frequency, recurrence, days of the week, and even the end date of this schedule

Next, you can select the specific time(s) you'd like the available βœ”οΈ or unavailable ❌ schedule to apply to. You can add, delete, or adjust the start and finish times within which the service schedule will be available βœ”οΈ or unavailable ❌ as well as select the timezone of this service schedule.

Alternatively, you can select all day in which case the schedule will apply from midnight to midnight.

Please note: adding multiple time ranges will create multiple schedules.

3. Reviewing and saving the custom schedule

Before you click to save the schedule, you have the option to add a reason for this schedule and you can see a summary of what dates or days the schedule will apply to.

❗️❗️❗️ Please click to save the overall schedule when all the dates have been updated as well as the service configuration page to make sure no schedules are lost. This will open or close availability according to the parameters you set.

❌ How do I update or cancel an existing schedule?

If a schedule has already been added, updating or cancelling the schedule will work the same way. For both of these actions, simply navigate to Setup > Manage services > calendar icon.

To adjust an existing schedule, click on the schedule you're looking to amend. Make sure you hit save once updated.

If you're looking to cancel an existing schedule, hover over the appropriate schedule and click in the x in the corner. If this is a recurring schedule, you'll have the option to delete only the one occurrence or all of them. Select as appropriate and hit confirm.

πŸ‘€ How do I review existing schedules?

Once the service schedules have been added, you will be able to view them by going to the Setup tab -> Manage services -> calendar icon.
Via the ⬅️ arrows ➑️ next to the date in the top left corner you can view the previous week's or the next week's schedule. The timezone next to this will default to your timezone. If you wish, you can view the service custom schedule in a different timezone by selecting the appropriate city from the dropdown⬇️:

We would love to hear any feedback πŸ‘‚

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