Adding time off
Click the Add Time Off button in the header (available from any mode) to open the time-off dialog.
Time off form
Presets
Quick-fill buttons for common types:
Vacation -- Sets reason and defaults to 5 days
Sick Day -- Single day off
Personal -- Personal time
Training -- Training/education day
Fields
Reason -- A short description (e.g., "Vacation", "Doctor appointment")
Start Date and End Date -- The date range for your time off
All Day toggle -- When on, the entire day is blocked. When off, you can specify start and end times for a partial-day block
Validation
The system performs several checks before allowing you to save:
Errors (must fix)
End date before start date -- The end date must be on or after the start date
Past dates -- You cannot add time off for dates that have already passed
End time before start time -- For partial-day blocks, end time must be after start time
Warnings (informational)
Shift on the same day -- "Will replace shift on: ...": saving replaces the custom shift on those days
Existing time off -- "Will update existing time off on: ...": saving updates the time off already there
Appointment conflicts -- "Appointments exist on: ..." lists the dates. You can still save, but may need to reschedule those appointments
Store hours -- For partial-day blocks, "Time off extends beyond store hours on <day>" or "Store is closed on <day>"
Long range -- "Time off spans N days. Are you sure?" when your time off is long
Appointments Without Coverage
When you save time off that leaves booked appointments without a staff member to cover them, the Appointments Without Coverage dialog opens. The time off is saved either way. Choose Keep appointment(s), or cancel them with a Cancellation reason and notify the patients. The dialog does not appear when head office has turned off staff schedule matching.
Editing and removing time off
From the day dialog (click any day in the calendar):
Edit -- Modify the time-off entry
Delete -- Remove the time off, making the day available again