Managing Availability for Team Members

Configuring Availability

1. Navigate to the Team Section

• Go to Settings > General Settings in the left-side menu.
• Select Team under the Team Settings section.

2. Select a Team Member

• Click on the grid or list item of the team member you wish to manage.

3. Access the Availability Tab

• In the team member’s profile, click on the Availability tab at the top.

4. Set Availability

• Choose one of the following options from the dropdown:
  • [Name] is always available
    • The team member will always be available to accept bookings.
  • [Name] has custom availability
    • This option allows you to create specific availability hours for the team member.

5. Save Changes

• Click Save & Update to apply the settings.

Creating Unavailable Periods

1. Navigate to the Unavailable Periods Tab

• In the team member’s profile, click on the Unavailable Periods tab at the top.

2. Add a New Unavailable Period

• Click the + (Create unavailable period) button.

3. Enter Required Information

• Title: Provide a clear description for the unavailable period (e.g., “Unavailable for holiday”).
• From Date / To Date: Select the date range during which the team member will be unavailable.
• Select Time Option:
• Any time: Team member is unavailable for the entire selected date range.
• Between times: Specify the exact hours within the date range for unavailability.

4.Save and Update

• Click the green Save & Update button to confirm the unavailable period.
  
  

Managing Existing Unavailable Periods

Once an unavailable period is created, you can manage it as follows:

1. Manage, Duplicate, or Delete

• Locate the unavailable period from the list.
• Click the gear icon to the right of the period.
• Select one of the following options:
  • Manage unavailable period: Edit the existing details.
  • Duplicate unavailable period: Copy the period details to create a similar one.
  • Delete unavailable period: Remove the period entirely.
    

Important Notes

• Team members marked as unavailable will not be bookable as resources for items or bookings during their unavailable periods.
• If team members are preoccupied with another assigned booking, their availability may also be affected.

By effectively managing availability, you ensure team members are appropriately scheduled and avoid booking conflicts.