Modifying Staff Calendars

This guide provides instructions for modifying existing staff calendars, including adding or removing workdays, extending shifts, and inserting breaks to ensure schedules match staff member’s availability.

Access Staff Calendar

Access an existing Staff Calendar through the Staff Directory in Branch App, or use Calendar App to modify staff schedule settings.

1. Access Calendar via Staff Directory:

• Go to Branch App
• Click Staff Tab
• Select Staff Name
• Click Staff Calendar

2. Access Calendar via Calendar App:

• Go to Calendar App
• Go to a scheduled shift
• Find Staff in calendar list
• Use … to open Calendar Settings

Remove a Single Shift

3. Access Staff Calendar:

• Select a scheduled shift
• Click I’m unavailable
• Click Apply to this date only

Remove Recurring Shifts

4. Access Staff Calendar:

• Select a scheduled shift
• Click I’m unavailable
• Click Apply to all of this day

Add Recurring Shifts

5. Access Staff Calendar:

• Select shift start date
• Click I’m available
• Modify start and end time
• Add breaks if needed using (+)
• Click Apply to all of this day

For complex schedules, use Or apply to multiple… to manually select specific dates or set limits on how far Staff Schedule’s availability extends.

Extend Shift End Time

6. Access Staff Calendar:

• Select a scheduled shift
• Change end time
• Add breaks if needed using (+)
• Click Apply to this date only

Add Breaks

7. Access Staff Calendar:

• Select a scheduled shift
• Click (+) to add new break
• Name break
• Set break start and end time
• Apply to single date or all dates

Change Default Billing Provider

8. Access Staff Calendar:

• Go to Billing provider dropdown
• Select a Default Billing Provider

Modify Booking Validations

9. Access Staff Calendar:

• Go to Validations dropdown
• Choose to book when valid or display warnings only

Book when valid only– restricts booking to scheduled hours
Display warning only– allows booking exceptions

Modify Booking Overlap

10. Access Staff Calendar:

• Go to Overlap dropdown
• Modify number of allowed simultaneous appointments

Modify Appointment Colours

11. Access Staff Calendar:

• Back– change background colour of booked appointments
• Text– change text colour of booked appointments

Save Calendar Changes

12. After making changes, click Save.