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How to use Staff Schedule
How to use Staff Schedule

Learn how to use the Staff Schedule element of the Scheduler.

Updated over a week ago

The Staff Schedule allows users to view the daily breakdown of each staff member side by side in a time series. This can be useful to find appointment gaps to fill and to see where each staff member is at any given time of day. 

Depending on the amount of staff within your business, you can toggle between a vertical and horizontal schedule in the "Filters" sidebar.

Horizontal Schedule:

Vertical Schedule:

You can drag and drop appointments to rearrange them and even drag appointments to other staff members to quickly swap am appointment over to another staff member. 

On the right hand side of the window you will also have your unscheduled appointments. In the Staff Schedule you are able to drag these unscheduled appointments over to an available time slot to easily assign a staff member to the job, perfect for those last minute changes. 

Lastly you can create appointments from this screen, just like in the calendar you can click on the Create button at the bottom right hand side of the window to begin. If you would like to learn how to create appointments please view the How to Create Appointments article.

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