Employee Schedules for Appointment

Key points

• • Respect employee work schedules when creating appointments.

• • Automatically exclude off-hours, approved leave, and sick days.

• • Support part-time employees with flexible shift patterns.

• • Display leave periods in Gantt view.

• • Ensure bookings only occur during actual working hours.

Key points

• • Accurate: Only show slots when employees are actually working.

• • Automatic: No manual calendar checking required.

• • Flexible: Support multiple shift patterns.

• • Integrated: Direct connection with HR module.

• • Visual: View leave and appointments together in Gantt.

Permissions and responsibilities

Key points

• • Only show slots within the employee's actual working hours.

• • Automatically exclude approved leave, sick days, and off-hours.

• • Support part-time staff — only show their specific shifts.

• • Show leave periods and bookings together in Gantt view.

Supported and unsupported configurations

Steps

• 1. Go to Appointments → Configuration → Appointment Types.

• 2. Select a user-based appointment type.

• 3. Find the Options or Scheduling section.

• 4. Check Employee Schedule.

• 5. Click Save — the "enforced" label confirms the feature is active.

Steps

• 1. Go to Employees → Employees and open an employee record.

• 2. Select the Work Information tab.

• 3. Set the Working Schedule and Timezone.

• 4. Click Save.

Common schedule templates

Steps

• 1. Go to Employees → Configuration → Working Times.

• 2. Click Create.

• 3. Fill in Name (e.g. "Morning shift"), Company and Timezone.

• 4. Working Hours tab: Add each day of the week with start and end times.

• 5. Add multiple periods if there is a lunch break.

• 6. Click Save.

Steps

• 1. Employee submits request at Time Off → My Time Off → New Time Off Request.

• 2. Fill in Time Off Type (Annual Leave, Sick Leave...), From, To and Description.

• 3. Click Save and Submit.

• 4. Manager approves at Time Off → All Time Off → To Approve.

• 5. After approval, leave days are automatically excluded from available slots.

• 6. Customers will not see booking slots on those days.

Key points

• • Step 1: System generates all possible slots based on appointment type configuration.

• • Step 2: Retrieves work schedule from employee and calculates working hours.

• • Step 3: Checks each slot against working hours with 1-minute precision.

• • Step 4: Returns only slots meeting all conditions, automatically excluding leave.

Key points

• • Go to Appointments → Appointments and select the Gantt view.

• • Blue: confirmed appointments.

• • Grey: non-working time.

• • Red/orange: approved leave or sick days.

Key points

• • Initial setup: Create standard work schedules (Full-time, Part-time, Shift work) for reuse.

• • Leave management: Employees request at least 3 days in advance, system auto-updates.

• • Part-time staff: Create separate schedules, customers only see actual working hours.

• • Multiple shifts: Create schedules for each shift (morning/afternoon/night), assign staff accordingly.

• • Optimize experience: Ensure sufficient staff, schedules cover peak hours.

Key differences

Common issues