It is possible that staff members are not available at certain times of the day or at certain times of the year. This is the case, for example, with lunch breaks, holidays or temporary leave (e.g. for commitments or illness). In order to prevent clients from booking at times when staff are not available, it is therefore necessary to set blocks in the diary.
How to create a lunch break
To add a recurring lunch break, which is repeated in the same way for each working day, you must follow these steps:
Access the "Team Member" area from the Treatwell Pro main menu
Click on the name of the desired employee from the staff list
From the "Rotas" box, click on the "Manage" button
Choose a day of the week and go to "Add Break"
Set the desired time and click on "Finish and Save" to make the changes active.
The same procedure must be repeated for each day of the week on which the lunch break is scheduled.
When, on the other hand, the lunch break does not have fixed times but can vary during the working day, it can be set directly from the Calendar by means of a daily change:
Click on the name of the employee indicated on the first line of the relevant column;
choose the "Lunch Break" option from the menu;
indicate the time slot (from... to...) and any notes;
click on "Save" to confirm.
How to create holidays and leave
To set up non-recurring breaks, valid only for a time slot, for one day or for several specific days, such as holidays or leave, the procedure is as follows:
Access the 'Team Member' area from the side menu
Click on the name of the desired employee from the staff list
In the 'Time off' box, press the 'Create' button
Set the day or click on "Add more days" to enter a longer period "from... to...")
Enter the time slot in which the employee is not present;
Click on "Save" to make the break active.
A daily break can also be set from the Calendar: this function is useful for quickly making changes to an employee's schedule for a particular day. The steps in this case are as follows
Click on the name of the employee indicated in the Calendar on the first line of the relevant column;
choose the "Vacation" option from the menu;
indicate the time slot (from... to...) and any notes;
click on "Save" to confirm.
Please Note: the same quick menu as in the diary can be used in the case of sick leave, by choosing the relevant option from the menu and indicating the time slot in which the employee is absent.
With Treatwell Pro, it is also possible to set breaks and blocks in the diary related to other reasons, e.g. extraordinary closures, holidays, meetings, staff training, etc.... For further information, please refer to the guide 'How can I block a part of my calendar'.