How To: Setting Staff Unavailability

Staff unavailability can be blocked on the calendar to ensure accurate scheduling. Follow these steps to create unavailability events.

Note: The ability to create events or block off time is role- and access-based. If you do not have this ability, please contact your Super Admin.

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Steps to Set Staff Unavailability:

1. Access the Calendar

   • Go to the Calendar from the main menu.

2. Open the Event Creation Modal

   • Double-click on the desired date in the calendar.
   • This will open the event creation modal.
     (Image: Calendar view with event creation modal highlighted)

3. Set Staff Unavailability

   • Toggle on "Set Staff Unavailability" to designate the event as unavailable time.

   Complete the Following Fields:

   • Title: Input a descriptive title (e.g., "Andre Not Available").
   • Start Date/Time & End Date/Time: Specify the period of unavailability.
   • Repeat: If the unavailability occurs on a recurring basis (e.g., weekly), configure the recurrence settings.
   • Assign Staff: Select one or multiple staff members who will be unavailable.
   • Comments (Optional): Add any relevant notes or details.
     (Image: Example of completed event creation form)

4. Save the Event

   • Click Save to finalize and block off the time.

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Outcome

The unavailability will now be displayed on the calendar, ensuring staff are not scheduled for events during this time.