Shift management allows you to set up your staff's working hours to keep track of when they're available and manage scheduling more efficiently. It also helps accommodate various schedule types and scenarios.
🖥️ Web version:
- Navigate to Settings > Staff > Shift management
- To see a monthly view of all staff member shifts and hours and put in date overrides, switch to the Calendar view.
- If setting up recurring working hours, switch to List view in the top right.
- This view allows you to set up regular working hours and service areas on a rotating frequency, if applicable
- To add working hours" Click + icon next to the day of the week that you want to add in working hours. You can add in multiple time frames in one day, like to accommodate a lunch break
- To remove working hours, click on the trash can icon next to the time frame
- To remove working hours for a whole day, deselect the box next to the day of the week that staff won't be working
- Select the service area that the staff member will be in that day (if applicable), or keep it at Any area.
📱Mobile App:
- Navigate to Settings > Staff > Staff member profile whose schedule you want to update > Staff shift management:
- Tap Regular time to update the recurring working hours for this staff member
- Tap Date override to add in date overrides
💡Please note: If you set up a rotating frequency for a staff's schedule (every x number of weeks), the schedule starts immediately on the first week. For example, if you set up a staff member's schedule to rotate every 3 weeks and you do this on a Thursday, the schedule will start on Week 1's Thursday schedule.
Syncing Online Booking Availability
If your Online Booking availability type is set to By working hours (not By slot), you can enable Staff Shift Sync so that the hours listed under Staff Shift Management match when a staff member is showing as available for Online Booking.
💡Please note: This can only be set up via the web version of MoeGo.
To set this up:
- Navigate to Online booking > Settings > Availability
- Ensure Availability type is set to By working hours
- Toggle on Staff Shift Sync
Doing this reduces the need to juggle two different schedules if their working hours align with when they're available for online booking.
FAQs
What is the difference between the online booking availability and the Staff Shift Management hours?
Online booking availability is separate from the working hours set under Staff Shift Management. The Online booking availability dictates the available hours that clients see on their end, which may differ from the hours that your staff works. If these are the same hours (i.e. clients can book appointments within the entirety of a staff's working hours, you can set up staff shift sync).
Why was a client able to request an appointment outside of my staff's working hours?
If a client was able to request an appointment outside of a staff's working hours, please double-check what their Online booking availability is listed as, as it may not be synced up to the hours under Staff Shift Management.
Can I set up staff shift sync if I have By slot availability?
Yes, staff shift sync can be enabled for By Slot availability.
How does staff availability show up on the main calendar?
Staff working hours will be shown in a solid light gray on the calendar and their non-working hours will be shown in a darker gray with a pattern on both the mobile app and web version.