Articles on: Scheduling

Setting Up Availability

Setting Up Availability


Configure when clients can book appointments with you. Set your weekly schedule, add time blocks, and manage date-specific overrides.


Understanding Availability


Your availability determines when clients can see and book time slots. You can set:

  • Weekly Schedule: Regular hours for each day of the week
  • Multiple Time Blocks: Different time periods per day (e.g., morning and afternoon)
  • Event-Specific Availability: Different hours for different event types
  • Default Availability: General availability that applies to all event types


Accessing Availability Settings


  1. Go to Scheduling → Settings
  2. Click "Availability" tab
  3. You'll see the availability manager


Setting Your Weekly Schedule


Toggle Days On/Off


  1. Find the day you want to configure (Monday, Tuesday, etc.)
  2. Click the toggle switch on the left
  • Blue (ON): Day is available
  • Gray (OFF): Day is not available
  1. When toggled ON, default hours (9 AM - 5 PM) are automatically added


Adding Time Blocks


For each enabled day, you can add one or more time blocks:


  1. Toggle day ON (if not already on)
  2. Click "Add Time Block" button
  3. Enter Start Time (e.g., 09:00)
  4. Enter End Time (e.g., 17:00)
  5. Click "Save"


Example Time Blocks:

  • Morning Only: 9:00 AM - 12:00 PM
  • Afternoon Only: 1:00 PM - 5:00 PM
  • Split Day: 9:00 AM - 12:00 PM and 2:00 PM - 5:00 PM
  • Full Day: 9:00 AM - 5:00 PM


Editing Time Blocks


  1. Find the time block you want to edit
  2. Click the pencil icon (edit button)
  3. Change start or end time
  4. Click "Save"


Deleting Time Blocks


  1. Find the time block to remove
  2. Click the X icon (delete button)
  3. Confirm deletion


Note: You can have multiple time blocks per day. For example, 9-12 AM and 2-5 PM.


Copying Hours to Other Days


Save time by copying availability from one day to all others:


  1. Click "Copy Times" button (top right)
  2. Select the source day (day with hours you want to copy)
  3. Click "Copy to All Days"
  4. All other days now have the same hours


Use Cases:

  • Copy Monday hours to all weekdays
  • Apply same schedule to entire week
  • Quickly set up consistent availability


Event Type Specific Availability


Set different availability for different event types:


  1. In availability settings, use the "Event Type" dropdown
  2. Select an event type (or leave as "Default Availability")
  3. Set availability for that event type
  4. Switch between event types to manage each separately


Example:

  • Default: 9 AM - 5 PM (for most appointments)
  • Quick Calls: 10 AM - 12 PM only (for 15-minute calls)
  • Strategy Sessions: 2 PM - 4 PM only (for longer sessions)


Best Practices


Setting Regular Hours


  1. Start with Weekdays: Set Monday-Friday first
  2. Use Consistent Hours: Same hours each day (e.g., 9-5)
  3. Add Breaks: Create separate time blocks for lunch break
  4. Consider Timezone: Set hours in your local timezone


Multiple Time Blocks


Use multiple blocks when you have:

  • Lunch Break: 9-12 AM and 2-5 PM
  • Morning/Evening: 8-10 AM and 6-8 PM
  • Split Schedule: Different hours for different needs


Time Block Guidelines


  • Minimum Duration: Usually 15-30 minutes between blocks
  • Realistic Hours: Set hours you can actually commit to
  • Buffer Time: Consider adding buffer time in event type settings
  • Time Zone: All times are in your profile timezone


Common Scenarios


Standard Business Hours


Monday - Friday: 9 AM - 5 PM

  1. Toggle Monday-Friday ON
  2. For each day, add time block: 9:00 AM - 5:00 PM
  3. Or use "Copy Times" after setting Monday


Morning Only Availability


Monday - Friday: 9 AM - 12 PM

  1. Toggle days ON
  2. Add time block: 9:00 AM - 12:00 PM
  3. Use "Copy Times" to apply to all weekdays


Split Schedule


Monday - Friday: 9-12 AM and 2-5 PM

  1. Toggle days ON
  2. Add first block: 9:00 AM - 12:00 PM
  3. Add second block: 2:00 PM - 5:00 PM
  4. Use "Copy Times" to apply to all weekdays


Weekend Availability


Saturday: 10 AM - 2 PM

  1. Toggle Saturday ON
  2. Add time block: 10:00 AM - 2:00 PM
  3. Leave Sunday OFF (or set separately)


Troubleshooting


Hours not showing to clients?

  • Verify day is toggled ON (blue switch)
  • Check time blocks are saved
  • Ensure event type is active
  • Verify no date overrides blocking time


Can't add time block?

  • Make sure day is toggled ON first
  • Check time format (use 24-hour or AM/PM)
  • Ensure end time is after start time
  • Try refreshing page


Times not copying?

  • Verify source day has time blocks
  • Check all days are enabled
  • Try copying again
  • Refresh page after copying


Different hours for different event types?

  • Use "Event Type" dropdown in availability settings
  • Set availability for each event type separately
  • Default availability applies when no event-specific set


Tips


  1. Start Simple: Set one consistent schedule first
  2. Use Copy Times: Save time by copying hours
  3. Test Booking: Book yourself to verify availability shows correctly
  4. Update Regularly: Adjust hours as your schedule changes
  5. Consider Timezone: Remember clients see times in their timezone
  6. Sync Calendar: Connect external calendar to avoid double-booking


Integration with Calendar


When you connect external calendars (Google, Outlook):

  • Blocked Times: External calendar events block availability
  • Two-Way Sync: Bookings appear in your calendar
  • Conflict Prevention: System prevents double-booking


See Calendar Connections for setup.


Next Steps



Updated on: 13/03/2026

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