Section 5: Scheduling and Roster Management
Control when your salon operates and manage staff availability.
Tutorials in This Section
5.1 Setting Up Your Weekly Roster
Learn how to create shifts that define when staff are available for appointments. Navigate the weekly roster view, add and edit shifts with start/end times and breaks, and review weekly hours. Understand how the roster controls appointment availability.
Time: 10 minutes
5.2 Managing Public Holidays and Bank Holidays
Configure public holidays for your salon. Understand fixed vs floating holiday rules, add regional holidays, and see how holiday indicators appear on the roster. Learn to handle shift creation warnings on holiday dates.
Time: 10 minutes
5.3 Duplicating and Managing Roster Patterns
Save time by copying roster weeks into the future with the Staff → Dates → Review wizard. Choose the week you're copying (or a rotating pattern of up to 8 weeks), set the repeat interval and the exact range of weeks to fill, review a server-run dry run of what will change, decide what happens to shifts that already exist, and keep shifts off bank holidays.
Time: 10 minutes
5.4 Time Blocks and Availability Management
Block time for non-appointment activities like lunch breaks, meetings, and training. Create time blocks from the calendar, edit them on the dedicated Edit page, choose categories, and understand how blocked time affects appointment availability.
Time: 10 minutes
Recommended Reading Order
For new users, complete these tutorials in order:
- 5.1 Setting Up Your Weekly Roster - Create staff shifts first
- 5.2 Managing Public Holidays - Configure holidays before planning rosters
- 5.3 Duplicating Roster Patterns - Efficiently copy rosters week to week
- 5.4 Time Blocks - Block time for non-appointment activities
Quick Reference
Essential Scheduling Tasks
| Task | Tutorial | When |
|---|---|---|
| Create shifts for new staff | 5.1 | When staff profile is created |
| Configure salon holidays | 5.2 | During initial setup |
| Plan next week's roster | 5.1 or 5.3 | Weekly |
| Block lunch breaks | 5.4 | Weekly or as needed |
| Duplicate roster forward | 5.3 | Weekly, fortnightly, or a whole quarter at once |
| Review weekly hours | 5.1 | Before publishing roster |
Understanding Shifts vs Time Blocks
| Feature | Shifts | Time Blocks |
|---|---|---|
| Purpose | Define working hours | Block unavailable time |
| Created where | Roster page | Appointments page (Block Time button) |
| Effect | Makes staff available | Makes staff unavailable |
| Contains | Start/end times, break duration | Start/end times, category, optional title |
| Duplicated | Yes, via roster duplication | No |
Next Steps
After completing Section 5, move on to:
- Section 2: Daily Operations - Book appointments during available shifts
- Section 6: Leave Management - Handle holiday requests that affect the roster
- Section 7: Services and Products - Configure what can be booked
Last Updated: August 2026