Staff settings
How to staff detail panel — Availability tab
Availability controls when this person can be scheduled or auto-assigned. User is always available means no weekday windows. User has custom availability unlocks Monday–Sunday rows with a checkbox plus start and end times. Unavailability adds date-range exceptions on top of that weekly pattern.
Availability controls when this person can be scheduled or auto-assigned. User is always available means no weekday windows. User has custom availability unlocks Monday–Sunday rows with a checkbox plus start and end times. Unavailability adds date-range exceptions on top of that weekly pattern.
Staff detail panel — Availability tab
Availability controls when this person can be scheduled or auto-assigned. User is always available means no weekday windows. User has custom availability unlocks Monday–Sunday rows with a checkbox plus start and end times. Unavailability adds date-range exceptions on top of that weekly pattern.
- Custom availability days that are unchecked are treated as unavailable that weekday.
- Start Time and End Time are enabled only for checked days.
- Create unavailable period opens an inline form for holidays, leave, or other blocked dates.
Tips
- Create roles before inviting staff so each new person starts with the right access instead of inheriting Admin.
- Link staff to the items they actually run, then choose an assignment rule — auto-assign only considers people checked on Assign Items.
- Prefer Set Inactive over Delete User if someone might return, so history and assignment links stay intact.