Skip to main content

Managing Rosters & Schedules

Managing Rosters & Schedules

The same week also opens from Working Hours on a team member's or resource's own page. Changes wait in Pending Changes until you select Publish Changes, apart from a run of repeating special dates and leave, which save straight away.

Set regular working hours

Set the weekly pattern once. Petboost repeats it every week until you change it.

  1. If you have several team members, type the name in the search box, or choose Team Members to see only their weeks.

  2. On each day of the team member's week, switch the toggle to Working or Day Off.

  3. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

A day switched to Working reads No sessions, and takes no bookings, until you add a session to it. For example, a groomer's week might look like this:

Day

Hours

Monday

8:00am to 5:00pm

Tuesday

8:00am to 5:00pm

Wednesday

8:00am to 5:00pm

Thursday

8:00am to 5:00pm

Friday

8:00am to 3:00pm

Saturday

9:00am to 1:00pm

Sunday

Day Off

Add or change a session

A session is a block of the day when appointments can start, with its own start and end time and number of pets at a time.

  1. On the team member's week, select Add Session on a working day. To change a session, select it.

  2. Set Start Time and End Time.

  3. Optional: set Pets at a time for this session. Left empty, the session uses the team member's default.

  4. Select Add Session, or Stage for Publishing when you changed an existing one. Remove Session deletes it.

  5. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

Use Pets at a time when one day needs a different number, for example a groomer who takes 4 pets at a time on Wednesdays instead of 6.

Split shifts

A trainer who works 8:00am to 12:00pm, takes a long break, then works 3:00pm to 6:00pm has two sessions that day: add one for each block. Appointments start only inside a session, so the gap between them takes no bookings. To see sessions on the calendar, open Group By on Appointments, choose Team Members or Resources, and switch on Show session overlay.

Copy a day to other days

Copy one day's sessions onto other days of the same team member's or resource's week.

  1. On the week, set up the day you want to copy.

  2. Open Day actions on that day and select Copy to Other Days....

  3. Under Quick Select, choose Mon-Fri, Weekend or All Days, or tick days under Copy to Days.

  4. Under What to Copy, untick anything you want to leave behind.

  5. Select Copy to with the number of days.

  6. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

The copy overwrites the sessions already on the days you choose. Day actions also holds Clear All Sessions.

The weekly roster in the team member and resource create wizards, and on Business Hours, has its own Copy weekday button. It opens Copy weekday configuration, where Copy From and Copy To copy one weekday onto others.

Copy working hours from another team member or resource

Copy a whole week from one team member or resource onto others, for example to give a new team member the same hours as a colleague.

  1. On the week you want to fill, select the copy button beside the name. Its tooltip reads Copy working hours from another team member or resource.

  2. Under Copy From, choose the team member or resource to copy.

  3. Under Copy To, tick the schedules to replace.

  4. Select Copy to with the number of schedules.

  5. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

This copies the weekly schedule, the special dates and the public holiday settings, and replaces the default working hours of each schedule you tick. There is no Copy Schedule button.

Tip: Set up one team member's week first, then copy it to each new team member and adjust.

Set different hours for set dates

Special dates replace the default hours for a date range only, for example longer hours over summer or a school holiday roster.

  1. On the team member's or resource's week, select Special Dates.

  2. Select New special dates, or click or drag across empty days on the calendar. The dialog opens on Create special dates.

  3. On Date Range, set Start Date and End Date.

  4. Optional: enter a Special Date Label, such as Holiday Hours.

  5. Select Next: Configure Schedule.

  6. Optional: select Copy default hours to start from the default week.

  7. Set the hours for each day of that range.

  8. Select Stage for Publishing.

  9. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

Special dates take precedence over the default hours in their range. Leave and blocked time inside the range still apply.

A special date needs at least one working day with a session: Stage for Publishing stays off until one day has one. To close for a period, such as Christmas week, block the time instead. Bulk Block Time in the settings menu on Team Members blocks the whole team at once.

These are common special dates:

Special dates

Date range

Hours

Summer extended hours

1 December to 28 February

Weekdays 7:00am to 7:00pm, Saturdays 8:00am to 4:00pm

School holiday roster

The school holiday period

Saturday and Sunday added, weekday hours extended

Repeat special dates on a pattern

A repeat makes a run of special dates in one go, such as every second Saturday. It always ends, after a number of times or on a date.

  1. On the week, select Special Dates, then New special dates.

  2. Turn on Repeat these special dates.

  3. Set First Start Date and First End Date for the first set.

  4. Under Repeat every, choose Every Week, Every 2 Weeks, Every Month or Custom.

  5. Under Ends, choose After and enter how many times, or choose On a date.

  6. Check the preview, then select Next: Configure Schedule and set the hours.

  7. Select Next: Check bookings, choose what happens to any booking outside the new hours, then select Create with the number of dates.

A repeat saves straight away. It does not wait for Publish Changes. To change or delete the rest of the run later, select one of them and choose This and the N after it. See Setting up your sessions.

See every special date on one calendar

Special dates at the top of Schedules & Sessions shows a month with every team member and resource on it. Each day shows the sessions that really run that day: the normal hours, or the special dates that replace them. Week goes back to the weekly rosters.

  • Select a special dates card to edit that special date.

  • Select a normal hours card to start a special date for that day from the normal hours.

  • Click an empty day, or drag across several, to create special dates for that range. Petboost asks Who are these special dates for? when more than one schedule is showing.

  • Open the special dates list beside the month, such as 3 special dates, and pick one to jump to its month and open it. Past special dates are in the list too.

You can create or edit several special dates before you publish. Each one stays pending until you select Publish Changes.

Select Special Dates on one team member's or resource's week to see the same month for just that schedule.

Set rules for one session

Session rules decide what one session takes: which services, which pets, and whether customers see its name. For example, a session can take only quick services on Saturday mornings, or only small dogs on Fridays.

  1. On the team member's or resource's week, select the session.

  2. Switch on Advanced options.

  3. Optional: enter a Label (Optional), such as Morning Session or Puppy Training, then switch on Show on booking page.

  4. Optional: under Services in this session, choose only the services this session takes.

  5. Optional: under Which pets can book, set Weight Restrictions (kg) or Age Restrictions, or select Edit Breeds to set Included Breeds or Excluded Breeds.

  6. Select Stage for Publishing.

  7. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

With Show on booking page on, pet owners see the label instead of the start time, which helps them choose between sessions such as puppy-only mornings and all-breed afternoons. Show on booking page appears only once the session has a label, and clearing the label switches it off. Labels work the same on resource sessions, such as rooms or vehicles. Advanced options also holds 24 Hours, Same-family booking and Fixed start times.

Add leave

Leave blocks a team member's time, so Petboost does not offer them for new bookings in it.

  1. Open Team Members and select Manage on the team member.

  2. Choose Leaves & Restrictions.

  3. Select Add, then Add Leave.

  4. Set the Start Date, End Date, Start Time and End Time.

  5. Optional: enter a Label (Optional), for example Sick Leave.

  6. Select Add Leave.

Leave has no type, request or approval step, and it saves straight away. If the team member has bookings in that time, Appointment conflict detected lists them, and Petboost adds the leave without cancelling them unless you choose to. When a team member does not show for a time, the availability troubleshooter marks them On Leave if leave covers it. Repeating leave and public holidays are in Working Hours & Leave Management.

Set a resource's roster

Resources, such as rooms, equipment and vehicles, have the same week, sessions and special dates. On Schedules & Sessions, choose Resources to see only their weeks, or open Working Hours on the resource's own page. For maintenance or cleaning, add time on the resource's Blocked Times section. See Working Hours & Blocked Times.

Keep rosters up to date

  • Add holiday hours and school holiday rosters at the start of the year, and seasonal hours before the season starts

  • Each week, check for leave or blocked time you need to add

  • Each month, review the special dates coming up

  • Each quarter, check every schedule is still right

Common questions

Can I set different hours for different weeks?

Yes. Use special dates for a date range, and turn on Repeat these special dates for a pattern such as every second week.

What happens to existing bookings if I change working hours?

They stay where they are. A change to working hours applies to new bookings, so move or reassign any booking that now falls outside the hours yourself.

Can team members edit their own hours?

No. Only an Owner Admin or an Admin can change working hours. A Service Performer can view Schedules & Sessions but not change it, and a Service Supporter cannot open it.

How far in advance can I set special dates?

As far ahead as you need.

Tip: Set holiday hours two to three months ahead.

What is the difference between blocked time and changing working hours?

Blocked time is time off inside working hours, such as a lunch break or a vet appointment. A change to working hours is a lasting change to the week. Special dates sit between the two: different hours for a set date range.

Related articles

Need help? Contact support or select Get Help in your dashboard to chat with our team.

Did this answer your question?