Applies To: All Users
When using Appointments, we recommend you keep your calendar updated to ensure customers only book during available time slots. When you have time off scheduled, make sure to block off your calendar accordingly.
Adding Time Off Overview
Select Appointments, then select +Add time off.
Create your time off either by generating time blocks or manually drafting them.
Automatic: Generate time off using Endear AI by writing out your planned time off in the text box, and select "Generate time off".
Manual: To add time off manually, select that option select Add block. Input your time off.
Add an optional reason and confirm the Calendar.
Select Confirm.
Removing Time Off Overview
From the Appointments dashboard, select the Time Off.
Select Delete time off
Select Confirm
Step-by-Step Guide: Adding Time Off
1. Select Appointments from the left-hand navigation, then select +Add time off.
β
β
2. There are two ways to add time off. You can use Endear AI to help generate your time off, or you can add your time off manually. We recommend using Endear AI, so we'll go over that option first.
2a. Help me generate time off: Simply write out your planned time off in the text box, and select "Generate time off". Don't worry, you will have a chance to review and adjust your time off before saving. Some examples of what you can input are included below the text box, and if any of them are a good fit for your needs, select the + to add them into the text box.
2b. Manually add time off: To add time off manually, select that option select Add block. Input your time off including the date range and times.
3. Review your time off for accuracy. Select the pencil icon to edit the date or time. Select the X to remove the block entirely. If you need to add more time off, select +Add block.
4. Optionally, you can include a reason for your time off. This will be visible to everyone who has access to the calendar. Select the calendar you want to block off, and then select Confirm.
Step-by-Step Guide: Removing Time Off
From the Appointments dashboard, select the Time Off.
Select Delete time off
Select Confirm
Note: Time off can only be canceled individually. For bulk cancellations, please contact Support for assistance.