Add a new shift/roster type
Learn to edit shift types (public holiday, annual leave, RDO etc.), including if a shift type is bookable, what colour it should show up in the roster and more.
ℹ️ This feature is available in the Pro plan.
- From the Menu go to Business Settings, then select Roster activities at the bottom of the menu.
- Click on a blank space in the Roster.
- Click on an employee's shift.
- Click on "Activity" and select "Add New".
- Input Roster Activity/Shift type settings:
- Name: the name of the roster activity/shift type (note “Normal” means an employee is working).
- Status: If “Active”, roster activity will be visible as a shift/activity type when creating a roster.
- Bookable: Determines whether customers can book this employee for that shift type e.g. when an employee has “Annual Leave” shift type in the roster, this employee can’t be booked via Online Booking and will be shown as “Off” in the Appointment Book.
- Colour: Choose what colour this shift will be visible as, in the roster.
- Select “Done” to save your changes.