5.1.5 Deviating schedules (incl. blocking)
Please note: This guide requires you to have completed the 5.1.4 Working Hours (Timeslots) step first.
Also: Deviations, as you are about to learn, adds and not replaces your working times. E.g. if you are available for “Video meetings” from 8-12, and create a deviation for “Store meetings” from 8-12, it means that you are working with both types of meeting.
In some cases, it can be relevant for a resource to work in another way (deviate) than the person usually does.
This means that e.g. if the person normally does Video Meetings and in a short period only does Store Meetings, then this can be set up.
To do this;
Click on Resources
Choose the desired resource
When you are on the specific resource, click on
Using deviation for alternative work schedule
(To be done when you are deviating from your normal working hours and meeting types. You can also add additional working days/times; e.g. if you work on a day that you normally do not)
Start by clicking on Resource in the menu
Select the resource in question
In the menu on the right click on the +Meeting Type Availability Deviation
A new fly-out menu appears
In the new menu fill out;
Resource: Leave this field untouched
From: Time and date of which the deviation takes place from
Make sure the timeslot and date is not in the past, and that this date and timeslot is BEFORE the date and timeslot in the ‘To’-field
To: Time and date of which the deviation takes place to
Make sure the timeslot and date is not in the past
Meeting Type: Choose which kind of meeting(s) you support in the given timeframe; choose between Video Meeting, Store Meeting and Home Meeting
Store: Fill out which store this concerns (you will need to fill out for each store, if this concerns multiple stores within a franchisee)
Finish by clicking on Save and Close in the bottom
The website will now “listen” to this deviation, meaning the resource will only be available for such types of meetings.
Example: Deviations lasting for more than 1 day
(Should be used the same way as described in the guides above, however, you need to make sure that your deviation covers the specific timeframe daily.)
Example: I am helping in another store from April 3rd to April 5th, and would like to be bookable for video meetings there as well for these days.
In this example, a deviation is created from April 3rd to April 5th in the hours between 08:00 - 17:00. This means, that the deviation will be active the following days:
April 3rd from 08:00 - 17:00
April 4th from 08:00 - 17:00
April 5th from 08:00 - 17:00
Click Save and Close in the bottom
How to get an overview of your deviations
Under the resource look in the box called ‘Meeting Type Availability Deviations’
You can use the arrows to shift between the dates
You can alternatively use the drop-down arrow next to ‘Day' to filter on other types of views
The blue box indicates that there is a deviation; either meeting type deviation or a blocking
To get more information about the deviation, click on the Name of the deviation
In the new window you will be able to see which timeframe and what meeting type the deviation covers;
Go back by clicking on Save & Close in the topbar
How to delete a Deviation
Under the resource look in the box called ‘Meeting Type Availability Deviations’
Find the deviation you want to delete
You can use the arrows to shift between the dates
You can alternatively use the drop-down arrow next to ‘Day' to filter on other types of views
The blue box indicates that there is a deviation; either meeting type deviation or a blocking
Click on the Name of the deviation
A new window of the deviation will now appear
Click ‘Delete’
Click Delete
Video demo - Deviating meeting types
See this walk-through of how to use deviating working hours for e.g. deviating days (e.g. video meeting)