Your appointment diary isn't just for client bookings. You can block out time for lunch breaks, meetings, cleaning or any other task, so operators show as unavailable during that time. This works the same with Simple and Advanced Rostering.
Set up your Tasks list
- Go to Admin, then the Services tab.
- Under Categories, click Tasks.
- In Services for Tasks, click New to add a task, for example Lunch, Team Meeting, Cleaning or Time Off.
Note: Use the existing Tasks category, don't create your own. A task added under a different category won't show up when you click Add Task.
Add a task to the diary
It works just like booking an appointment.
- Click an empty time slot for the operator on Appointments.
- In the Add New Appointment dialog, choose Add Task.
- Pick the task from the Select Tasks list.
- Click Confirm.
The task now shows on the diary. Just like an appointment, you can drag it to move it, or stretch it to change how long it runs.
Using Tasks for lunch or time off
Scheduling lunch as a Task is the quickest way to block it out. It works the same on Simple or Advanced Rostering. If you need lunch counted in the Wages Report, schedule it in the Roster instead using a Lunch Roster Type. See the Advanced Rostering overview for that setup.
For a day off, a holiday, or anything that repeats, click the task and choose Repeat. You can set it to repeat daily, weekly, fortnightly and so on.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.