Manage employee schedule
Zenoti allows you to set up employee schedules or employee time for all employees of your center in one go.
You must assign the Therapist role to service providers to ensure their names appear for booking.
Tip
Only users with the required permissions can access the Employee Schedule page.
You can use employee’s clock-in hours or schedules to specify:
Daily work timings (shift timings or working hours)
Room assignments
Days off during the week (also referred to as weekly offs)
Add notes for employee's status
Impacts and considerations
Only users with the Schedule permission permissions can access the Employee Schedule page.
For an employee to be available in the Appointment Book, they must have a schedule. Once a schedule is added, the employee can provide services.
When new employees are added, they do not have a default schedule assigned. This is why they do not appear in the current day's book. To make a new employee visible on today's calendar or appointment schedule, add a schedule for them.
If you do not have employees working in shifts, use only Shift 1 to schedule your employees.
You can use the Day view to set up daily work timings, room assignments and add notes. To define the weekly off switch to the Week view.
Each time you create or copy an employee's schedule, check the Appointment Book for the given dates to ensure the employee is visible. Additionally, perform a random check to ensure the employee does not appear on the Appointment Book during their weekly offs.
Click the date on the top panel to open the calendar to navigate to the required dates and set schedules quickly.
Use the Copy forward to __ days/weeks/months as per your convenience. Each of these options is available under the Days/Weeks/Months tabs, respectively.
If an employee is unable to come into the center to discharge her duties, select the name of the employee from the Employee drop-down list and select Special Leave in the Update status drop-down list for the day, week, or month.
If you want to schedule employees with a specific role who follow the same weekly offs and working time in a week, you could copy forward weekly schedules using the Roles filter.
As far as possible, use the Weeks tab to set schedules and copy forward these schedules for the rest of the year.