Difference between revisions of "How to set my availability"

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=I am alone and perform only 1 service=
 
=I am alone and perform only 1 service=
In this case you can set your availability in Time settings//Company opening hours  (for regular weekly schedule) and in Time settings//Company special days (for specific date schedule). Click on the slots to make them available (green) or unavailable (grey).
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<br><br>
 
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In this case you can set your availability in Time settings//Company opening hours  (for regular weekly schedule) and in Time settings//Company special days (for specific date schedule). Use the sliders to adjust available time (bright blue line).
[[File:TSWCompany750.png | center]]
 
  
 +
[[File:Company schedule.png | center]]
 +
<br><br>
 
;You may also need:
 
;You may also need:
 
*[[Need_to_change_interval_(timeframe)| Other interval than 60 minutes]]
 
*[[Need_to_change_interval_(timeframe)| Other interval than 60 minutes]]
 
*[[How_to_change_the_way_time_slots_are_shown| Change the way time slots are shown on the booking page]]
 
*[[How_to_change_the_way_time_slots_are_shown| Change the way time slots are shown on the booking page]]
 
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<br><br>
 
=I have schedules for services=
 
=I have schedules for services=
 +
<br><br>
 
==For all new companies==
 
==For all new companies==
In Manage//Services clock icon near each service will appear. Click that clock icon to set regular schedules for services (Weekly schedule) or schedules for some specific dates (Special days tab).
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<br><br>
[[File:Clock icon on service.png| center]]
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In Manage//Services//Service schedule tab click on “Adjust availability hours for this service” to set
 
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open times for this service if it differs from usual company schedule.
 +
<br><br>
 +
[[File:Service schedule new.png | center]]
 +
<br><br>
 +
If the service has the same schedule as company you do not have to change anything there, it will be applied automatically.
 +
<br><br>
 +
If you need to set some exceptions in service schedule for holidays or other needs please choose "Show advanced settings" and then “Special days” tab.
 +
<br><br>
 +
[[File:Special days new2.png | center]]
 +
<br><br>
 
;You may also need:
 
;You may also need:
 
*[[Need_to_change_interval_(timeframe)| Other interval than 60 minutes]]
 
*[[Need_to_change_interval_(timeframe)| Other interval than 60 minutes]]
 
*[[How_to_change_the_way_time_slots_are_shown| Change the way time slots are shown on the booking page]]
 
*[[How_to_change_the_way_time_slots_are_shown| Change the way time slots are shown on the booking page]]
 
+
<br><br>
 
==For older companies==
 
==For older companies==
 +
<br><br>
 
1. Enable schedules for services in Settings//Configuration//
 
1. Enable schedules for services in Settings//Configuration//
  
[[File:Settings configuration.png| center]]
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[[File:Configuration.png| center]]
  
  
Line 27: Line 39:
  
 
[[File:Hide special time settings for services.png| center]]
 
[[File:Hide special time settings for services.png| center]]
 
+
<br><br>
 
2. In Manage//Services clock icon near each service will appear. Click that clock icon to set regular schedules for services (Weekly schedule) or schedules for some specific dates (Special days tab).
 
2. In Manage//Services clock icon near each service will appear. Click that clock icon to set regular schedules for services (Weekly schedule) or schedules for some specific dates (Special days tab).
 
[[File:Clock icon on service.png| center]]
 
[[File:Clock icon on service.png| center]]
 
+
<br><br>
 
;You may also need:
 
;You may also need:
 
*[[Need_to_change_interval_(timeframe)| Other interval than 60 minutes]]
 
*[[Need_to_change_interval_(timeframe)| Other interval than 60 minutes]]
 
*[[How_to_change_the_way_time_slots_are_shown| Change the way time slots are shown on the booking page]]
 
*[[How_to_change_the_way_time_slots_are_shown| Change the way time slots are shown on the booking page]]
 +
<br><br>
 +
=I have schedules for providers=
 +
<br><br>
 +
You can set regular schedule for providers  in Time settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots to make them available (bright blue)/not available (light blue or white). To make day of the week working/off use switcher near the weekday names
  
=I have schedules for providers=
+
[[File:Provider schedule new.png| center]]
You can set regular schedule for providers in Time settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots to make them available (green)/not available (grey). To make day of the week working/off press "Make working day"/ "Make day off" above the day of the week.
+
<br><br>
 +
You can set schedule for some specific date for providers in Time settings // Provider schedule// Special days tab. For example, if you work differently on certain date or have day off, you can click on the date and set schedule by clicking on the corresponding slots to make them available (bright blue)/not available (light blue or white).  
 +
 
 +
[[File: Provider special days new2.png | center]]
 +
<br><br>
 +
To make some date working/offday,  click on the date and use switcher "Is working day?". If you need to remove special day settings for some date, click on the date and press white button "clear special day".
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 +
 
 +
[[File: Clear special day new.png| center]]
 +
<br><br>
 +
=I have both schedules for services and for providers=
 +
<br><br>
 +
If you have both schedules for services and for providers, then only intersection of available time for service and for provider will be available for booking.  For example, service is available 9-12, provider is available 11-17, then only time 11-12 will be available for booking because earlier provider is not working and no one can perform the service and later, the service is not available.  
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 +
*[[How_to_set_my_availability#I_have_schedules_for_services| '''See instructions how to create schedules for services''']]
  
[[File:Provider schedule.png| center]]
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*[[How_to_set_my_availability#I_have_schedules_for_providers| '''See instructions how to create schedules for providers''']]
  
You can set schedule for some specific date for providers  in Time settings // Provider special days. For example, if you work differently on certain date or have day off, you can click on the date and set schedule  by clicking on the corresponding slots to make them available (green)/not available (grey).
 
  
[[File:Provider specail days.png| center]]
 
  
To make some date working/offday,  click on the date and press "Make working day"/ "Make day off" above the schedule that appears in pop-up. If you need to remove specail day settings for some date, click on the date and press red button "clear special day".
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''Note! Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.
 +
''
 +
<br><br>
  
[[File:Specail days popup.png| center]]
 
  
=I have both schedules for services and for providers=
+
:'''As well please check our video tutorial on setting up the availability ''[https://www.youtube.com/watch?v=WnFJxPpkC2A&t=1s here]'''''
 +
<br><br>
 
=Opening hours vs special days=
 
=Opening hours vs special days=
 +
<br><br>
 +
There are 2 types of time settings:
  
There are 2 types of time settings:
 
 
;Opening hours.
 
;Opening hours.
It is regular schedule you have on a weekly basis. If you are the only provider, you can set it in Time Settings // Company opening hours. If you have several providers, you can set their regular schedule in Time settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots. To make day of the week working/off press "Make working day"/ "Make day off" above the day of the week.
+
It is regular schedule you have on a weekly basis. If you are the only provider, you can set it in Time Settings // Company opening hours. If you have several providers, you can set their regular schedule in Time settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots. To make day of the week working/off use switchers near weekday names.
  
  
[[File:TSWCompany750.png | center]]
+
[[File:Company schedule.png | center]]
  
  
 
;Special days
 
;Special days
Contrary to Opening hours, which is regular schedule, Special Days is schedule by date. If you do not have regular schedule or plan one-time event, you can use Special days to open/close only specific dates. To set specific schedule for company (Time settings // Company special days) or provider (Time settings // Provider special days) click on the date and insert the schedule you need or make it a day off. This feature can be used if you plan to open in a months and want to prevent bookings until then (make all days off before the opening date) or to insert national holidays in your schedule. Special days of the company are highlighted with yellow, providers' special days are highlighted with red.  
+
Contrary to Opening hours, which is regular schedule, Special Days is schedule by date. If you do not have regular schedule or plan one-time event, you can use Special days to open/close only specific dates. To set specific schedule for company (Time settings // Company special days) or provider (Time settings // Provider schedule// Special days) click on the date and insert the schedule you need or make it a day off. This feature can be used if you plan to open in months and want to prevent bookings until then (make all days off before the opening date) or to insert national holidays in your schedule. Special days of the company are highlighted with yellow, providers' special days are highlighted with red.  
 
 
 
 
[[File:TSSCompany750.png | center]]
 
  
  
''Note! Providers' working hours should be within opening hours of the company! If you can't open specific times for provider, please open those times for the company first and then for provider.''
+
[[File:Company special days new.png | center]]
  
  
[[Knowledge Base]]
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''Note! Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.
 +
''
 +
<br><br>

Revision as of 10:52, 5 November 2018

I am alone and perform only 1 service



In this case you can set your availability in Time settings//Company opening hours (for regular weekly schedule) and in Time settings//Company special days (for specific date schedule). Use the sliders to adjust available time (bright blue line).

Company schedule.png



You may also need



I have schedules for services



For all new companies



In Manage//Services//Service schedule tab click on “Adjust availability hours for this service” to set open times for this service if it differs from usual company schedule.

Service schedule new.png



If the service has the same schedule as company you do not have to change anything there, it will be applied automatically.

If you need to set some exceptions in service schedule for holidays or other needs please choose "Show advanced settings" and then “Special days” tab.

Special days new2.png



You may also need



For older companies



1. Enable schedules for services in Settings//Configuration//

Configuration.png


Hide special times settings for services//No//Save settings.


Hide special time settings for services.png



2. In Manage//Services clock icon near each service will appear. Click that clock icon to set regular schedules for services (Weekly schedule) or schedules for some specific dates (Special days tab).

Clock icon on service.png



You may also need



I have schedules for providers



You can set regular schedule for providers in Time settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots to make them available (bright blue)/not available (light blue or white). To make day of the week working/off use switcher near the weekday names

Provider schedule new.png



You can set schedule for some specific date for providers in Time settings // Provider schedule// Special days tab. For example, if you work differently on certain date or have day off, you can click on the date and set schedule by clicking on the corresponding slots to make them available (bright blue)/not available (light blue or white).

Provider special days new2.png



To make some date working/offday, click on the date and use switcher "Is working day?". If you need to remove special day settings for some date, click on the date and press white button "clear special day".


Clear special day new.png



I have both schedules for services and for providers



If you have both schedules for services and for providers, then only intersection of available time for service and for provider will be available for booking. For example, service is available 9-12, provider is available 11-17, then only time 11-12 will be available for booking because earlier provider is not working and no one can perform the service and later, the service is not available.


Note! Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.


As well please check our video tutorial on setting up the availability here



Opening hours vs special days



There are 2 types of time settings:

Opening hours.

It is regular schedule you have on a weekly basis. If you are the only provider, you can set it in Time Settings // Company opening hours. If you have several providers, you can set their regular schedule in Time settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots. To make day of the week working/off use switchers near weekday names.


Company schedule.png


Special days

Contrary to Opening hours, which is regular schedule, Special Days is schedule by date. If you do not have regular schedule or plan one-time event, you can use Special days to open/close only specific dates. To set specific schedule for company (Time settings // Company special days) or provider (Time settings // Provider schedule// Special days) click on the date and insert the schedule you need or make it a day off. This feature can be used if you plan to open in months and want to prevent bookings until then (make all days off before the opening date) or to insert national holidays in your schedule. Special days of the company are highlighted with yellow, providers' special days are highlighted with red.


Company special days new.png


Note! Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.