Availability Schedules
Set your own hours!
Availability schedules can be configured for each module or all modules can reference the same availability schedule.
An application's availability schedule determines when the app appears on a company website or which dates and times to display on a Schedule Genie™ calendar.
Separate availability calendars can be created for each application based on the company's hours of operation. For example, a schedule can be created to allow customers and prospects the ability to schedule a tour during office hours and a separate schedule to chat with an agent 24 hours a day.
Locating the Company Schedules (Availability) tab
- Log in to the dashboard.
- Scroll down to and click the Company tab on the side menu, then click Availability.
The Schedules tab has been renamed Availability. - The Availability window opens.
- App availability schedules are now displayed individually and clearly labeled with the name of the schedule rather than being displayed in a grid view.
- To create a new schedule, click the Create Schedule button at the top right of the screen.
Managing Availability Schedules
Pencil icon: Click the pencil icon to edit an application's availability schedule.
Duplicate icon: Copy or clone the availability schedule by clicking the duplicate icon.
Trashcan icon: Delete an availability schedule by clicking the trashcan icon.
Schedule Name: The schedule name is now set as the first step in creating a new schedule. After clicking the Create Schedule button a pop-up is displayed which allows the user to type the new schedule name and select a holiday calendar. A holiday calendar is not required. Holidays and other time off can still be added later.
The schedule name also appears in the list of Availability schedules and at the top left of an active or open schedule.
Time Zone: The company's time zone is now set and referenced in the Company Details section of the Settings menu. To update the time zone, click on Company in the side menu then click Settings.
Start, Lunch, and End Time: The drop-down selection menu has been replaced with a slider. The first dot or node indicates the first available time a customer may contact the company or schedule an appointment. This may be the time the office first opens are after a morning meeting. The second dot or node may be the beginning of a lunch hour or the end of the day. If adding a lunch hour, click the Add time slot link to create a new slider to add additional availability after lunch. The second slider would have a dot or node at the end of lunch and a dot or node at the end of the workday. Note: The Open 24 hours checkbox has been removed. To create a 24-hour schedule pull each end of the slider to 12:00 AM.
Day Off: If the office is closed on a particular day, switch the On/Off toggle to Off (white/grey). All days default to On (green/grey). This toggle or switch replaces the Day off checkbox.
Holidays & Blocked Time: If a holiday calendar was selected at the time the new schedule was created, predefined holidays will be On (green/grey toggle) by default. If a holiday is On, the calendar views this as an unavailable time. Turn individual holidays Off (white/grey) to make the day available to customers. If no holiday calendar was selected at the time the new schedule was created, no predefined time off will be created. Individual holidays or other time off can be created by clicking the Add Blocked Time link.
Scheduled Time Off: Scheduled time off is now included with Holidays & Blocked Time. Instead of being bounced to a new screen, add time off from the same window. Simply click Add Blocked Time and the New Blocked Time pop-up will be displayed. When adding blocked times for meetings or holidays, the schedule will view these times or days as unavailable.
Remote Calendar Configuration: Adding a remote or external time off calendar for the schedule to reference remains largely the same but can be completed in fewer clicks than before. Simply click the Add Remote Calendar link and configure the authentication key.
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