The booking diary in Workshop Software helps you schedule and manage workshop appointments. This guide shows you how to schedule unavailability so your diary stays accurate and your team knows what is coming in.
Unlock Time-Saving Efficiency: Seamlessly Schedule Technician Unavailability Across Multiple Days. Navigate effortlessly to Settings, where you can access our intuitive Schedule feature. Instantly identify technicians’ unavailable times with our distinctive yellow bars, while blue bars signify scheduled times. Streamline your workflow with clear visual cues for optimized scheduling efficiency. 1. Go to, Settings > Schedule > press on the action star top right-hand corner.
3. Select Technician.
4. Select Start Date > End Date
When your technician has specific times they can’t work for an extended period, just pick a start time and an end time for that period > Save
Deleting unavailable time is a breeze:
1.Tap on the yellow bar representing the day you want to modify.
2. Hit the yellow minus sign to remove the selected unavailable time.
3.Save your changes to update the schedule accordingly.
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
Frequently Asked Questions
Can I restrict what an employee can access in Workshop Software?
Yes. Workshop Software allows you to set permissions for each user, controlling which areas of the system they can view or edit. Check the user settings for available permission options.
Can customers see this in the online booking diary?
If you have the public online booking diary enabled, customers can book appointments through it. The settings you configure here control what is available in the internal and/or public diary. Check your online booking settings for customer-facing options.