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Configuring Lessons Staff Scheduling
Configuring Lessons Staff Scheduling
To add a schedule for a Lessons Staff:
Within the Staff Scheduling window, double click an open slot beside a staff member's name which will open a
Shift Entry Form
in a new window.
Within the
Shift Entry Form
, set the following fields:
Custom Time
: checkmark and set the time of the shift.
Department
: select the applicable department via the drop down.
Job
: select the applicable job via the drop down.
Type
: select the applicable shift type (example - Work).
Notes
: optional to add notes regarding the shift.
Click
Save and Exit
to create this shift or
Save and New
to create this shift then create an additional shift for this staff member, or click
Repeat
if you would like to create a recurring shift and continue to the step below.
If creating a recurring schedule, in the Recurrence window fill out the reoccurring fields as they apply to this staff member then click
OK.
This will switch you to the
Review
tab where you can uncheck any dates that you don't want included in the schedule and will show any conflicting dates. Click
Create
to create the recurring schedule.
Related Articles
Configuring Lessons Staff
Configuring Lessons Staff Scheduling
Configuring Lessons Staff Groups
Configuring Lessons Department Codes
Configuring Lessons Job Codes
Configuring Lessons Activity Types
Configuring Lessons Settings
Configuring Lessons Sales Items
Configuring Lessons Sales Item Categories
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