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Scheduling Lunch (Or Time Off) Using the 'Tasks' Feature

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Your appointment book can be used for client bookings, as well as for your own scheduling. You can use your appointment diary to block out time for tasks like meetings and lunch breaks. This can be utilised with both Simple and Advanced Rostering.

Creating Tasks

You'll need to create your Tasks first. To do this, go to the Admin page, select the Services tab, and under Categories click Tasks.

In the Services for Tasks section, click New to create a new task (i.e. Team Meeting, Cleaning, Lunch, Administration, Time Off etc).

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Now you're ready to schedule your Tasks into your Appointment page.

Note: The Tasks service category is a default, so you don't need to create your own Task category—you need to use the one that already exists. If you were to create your own Tasks category, these tasks will not appear when clicking the "Add Task" link on your Appointments Page (as shown below). 

Scheduling Tasks in Your Operator Columns

It's just like making an appointment—click the time slot first, choose Add Task on right side panel.

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Choose the task from the Select Tasks window, then click Confirm.

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Note: Just like appointments, tasks can be moved around your appointment diary, lengthened and shortened.

If the task that you have added is one for holidays or time off, you can click the task name and choose to Repeat it. You can repeat it daily, weekly, fortnightly etc.

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Want to see Tasks in action?

 

If you have any questions, please send them to us via the Submit a Request option in your Help & Support page—we're here to help.

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