Quick tips
Set your default schedule first -- This saves you from adding individual shifts for every day
Use the Copy shortcut -- Quickly apply one day's hours to all days, weekdays, or weekends
Check the month view regularly -- Get a bird's-eye view of your upcoming schedule, time off, and appointments
Use presets for time off -- The Vacation, Sick Day, Personal, and Training presets fill in common details automatically
Common workflows
Starting a new position
Go to Manage Work Hours > Default Schedule
Set your regular weekly hours
Click Save
Switch to My Schedule to verify everything looks right
Covering for a colleague
Go to Manage Work Hours > Custom Shifts
Add a shift for the specific date with the coverage hours
Your default schedule is automatically overridden for that day only
Taking vacation
Click Add Time Off in the header
Click the Vacation preset
Adjust the start and end dates
Review any warnings (appointment conflicts, etc.)
Click Add Time Off
Checking next week's schedule
Switch to My Schedule > Week
Click the right arrow to navigate to next week
Click any day to see full details
Frequently asked questions
Can I work outside store hours?
Partly. The time pickers for your default schedule and custom shifts stay within the store's hours. Store hours warnings themselves are informational, so you can still save time off outside store hours.
What happens if I add time off on a day with appointments?
The form warns you with the dates that have appointments. When you save, the Appointments Without Coverage dialog lists any appointments left without cover, so you can keep them or cancel them and notify the patients. The time off is saved either way.
Do my preferences persist?
Yes. Your selected mode (My Schedule or Manage Work Hours), view (Week or Month), and entry mode (Default Schedule, Custom Shifts or Multi-Week Grid) are all saved locally and persist between visits.