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Assigning Schedules to Services

Allow clients to self-book into services by assigning staff schedules. Customize which services are available within any given window.

Written by Nathan Bertram

When opening your calendar to clients booking services, you probably don't want them booking at 11pm at night! This guide will help you understand how to set booking windows for each of your individual services.

This help article discusses availability pertaining to individual (i.e. one-on-one) services. Availabilities set here affect what your clients are able to create on your behalf, and clients can only create individual bookings themselves. They can only book into group services or series that you've already added to your calendar.


Checking Current Availabilities

To find the current availabilities for your individual services, first click/hover your mouse over the ellipses icon in the left-hand menu bar, then select "Services".

Locate the individual (non-boarding) service and select its name or the gear icon at the right end of its list entry.

The "Availability" card can be found at the bottom of the settings page for any individual, non-boarding service. This card displays a list of the team members currently assigned to the service and their respective availabilities. Clients can book appointments with team members during the available times as set in their schedules.

Once one or more schedules are assigned to a service, each user's schedule will be listed with three icons: a clipboard, a pencil, and a trash can. Use these icons to get the user's direct booking link, edit their schedule, or remove their schedule from the service.

With more than one provider assigned to a service, you may choose to allow customers to choose which provider they book with when scheduling an appointment via the self-booking process. To enable this functionality, navigate to the service's "Time Slots" card, then select the "Allow clients to select provider" toggle to turn it on (purple).

For more information on setting your services up to enable client self-booking, check out our guide on Configuring Self-Serve Bookings.


Adding a New Schedule to a Service

To add a new team member or schedule to a specific service, start by finding that service on the main Services page. Open the "Services" page from the ellipses menu.

Locate the individual service you want to assign the schedule to and select its name or the gear icon at the right end of its list entry.

Click the "Add User" button on the service's "Availability" card.

Use the drop-down menu in the pop-up to select the Team Member Schedule you would like to associate with this service, then click the "Add Team Member Schedule" button.

Pop-up with example list of team member schedules.

Schedules for Lite users will not be included in this menu as they cannot be assigned as the primary provider on bookings. This means that their schedules cannot be used to enable client self-booking.

The added schedule will now be listed under the Availabilities for the service.

In the example pictured above the Individual Dog Training service now allows for two time slots in the range shown, one for Jane Doe and one for Judith Doe.


Adjusting the Available Times for a Team Member

Click the pencil icon next to a team member's name to edit their availability for the service. Use the trash can icon to easily remove their availability.

For more information on adjusting a specific team member's schedule, see our Staff Schedules & Availability guide.


The Isolate Option

The Isolate setting can be found on the Availabilities card for any individual service. Each team member schedule associated with the service will have its own "Isolate" toggle, located just underneath the team member's name.

Turning this option ON (purple) makes the service independent for that team member, prompting the system to ignore all existing bookings for other services with that user. This means that a user's scheduled bookings for another service will not affect the ability to book the isolated service at the same time.

Other services not set to isolate will still take into account any bookings on the isolated service.

i.e. If Individual Dog Training has the isolate setting turned on for Bob Doe, but Individual Puppy Training does not, clients will be able to book an Individual Dog Training session with Bob even if a Puppy Training session has already been booked for that time. However, if an Individual Dog Training session has been booked with Bob, that time will not be listed as available for a Puppy Training session.


We hope this gets you started on the path to lowered administrative burden!

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