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Scheduling time off
Scheduling time off
In this guide, you'll learn how to create, add, and manage time off for your team, including holidays, sick leave, and personal days.
How scheduling time off works
Scheduling time off helps you block out days when a team member isn't available to take bookings. Once added, this time appears on the calendar so you can easily see who’s available when scheduling appointments.
If your entire business is unavailable, like during public holidays or maintenance you can set a closed period instead, which blocks bookings for all team members at once.
Add time off through scheduled shifts
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From the main menu on the left of your screen, go to Team.
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In the left menu panel, select Scheduled shifts.
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Add time off using one of the following methods:
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Click on a day and select Add time off from the options.
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Click on the Add button in the top right and select Time off from the panel.
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In the Add time off pop-up, select the Team member and the Type of absence.
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Set the Start date, Start time, and End time. The total hours off will be displayed.
- For multiple days, check the Repeat box and choose an end date.
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Use the Description section to add any additional information for your team.
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Tick the Approved checkbox if the time off is confirmed.
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Click on the Save button to add the time off to your team member's schedule.
The time off will appear in the team member’s scheduled shifts and help keep your calendar up to date.
Add time off through your calendar
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From the main menu on the left of your screen, go to Calendar.
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Add a blocked time by clicking on a team member and selecting Add time off from the panel.
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In the Add time off pop-up, select the Team member and the Type of absence.
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Set the Start date, Start time, and End time. The total hours off will be displayed.
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For multiple days, tick the Repeat box and choose an end date.
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Use the Description section to add any additional information for your team.
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Tick the Approve box if the time off is confirmed.
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Click on the Save button to add the time off to your team member's schedule.
The time off will appear in the team member’s scheduled shifts and help keep your calendar up to date.
When using a mobile device, you can also add a time off from the main menu along the bottom of your screen by tapping the Plus (+) icon and selecting Add time off from the options.
Update or delete time off
- From the main menu on the left of your screen, go to Team.
- In the left menu panel, select Scheduled shifts.
- Select a scheduled time off and choose of the following options:
- Edit: Update the time off and click on the Save button to update it.
- Delete: Permanently remove the time off from your team members' calendar. A confirmation pop-up will appear, asking you to confirm the deletion. Click Delete to confirm removal.
FAQs
When you edit a time off entry, you can adjust its details. If you delete a time off period, the team member’s original scheduled shifts will be restored for those dates.
Total time off is based on the scheduled shift hours for the day. If no shift is scheduled, the system will show zero hours.
To block out full business days like holidays, use Business closed periods. This keeps team shift schedules intact while preventing clients from booking online.