What are these settings managed?
These settings are set under Settings > User settings > User availability settings.
What are these settings used for?
These settings are used to set the availability / working times for your whole team. There are three use cases for these settings:
- For users marked as surveyors: easily see working times on the booking calendar / pop-up
- For users part of auto lead allocation (Enterprise) – is used to set when leads should be assigned to a user.
- For all other users, allow them to see what days they are working, when they are on annual leave and to record any sickness.
Regional and regular-level users can view their working times under Settings > Your shifts.
Adding each users availability
There are two main options – bulk setting and manually setting day by day.
Bulk setting working times
Click the “Import user working times” button. This will load a pop up that allows you to select how many weeks that you would like to preset working times for based on the working times set in that users settings.
This means you can copy in the hours of all users for up to 15 weeks at a time. You can then manually adjust any dates where a user is on leave etc.
Manually setting each date
Click on a date for a user and set their availability and working times in the pop up that appears. Press save to set the working times for that user / day.
To bulk set availability / working hours for each day of the week for a user, click the tickbox next to a user and then set the availability via the pop up. This will set the users availability for each day of the week.
Other options
Copy: You can press the ‘Copy’ button, navigate to a different week and then press ‘Paste’ to apply the same working times to all users in the selected week.
Export: export the working times of each user for the selected week to a spreadsheet.
Publish: this will formally share the shifts saved in each user’s “Your shifts” page so they can see when they have been given time off and their working hours.
All day events on the calendar
The availability you set is visible on both your booking pop up on the job page and on your main calendar under Sales > Calendar and tasks > Calendar page.
For all day events such as annual leave, sick and unavailable, an all day event will show on the month view.
For all day events and working hours set (e.g. 0900 – 1700), the user will show white on the week/day view if they are available or grey if they have been set as unavailable.