Jobs & Scheduling

Best Practices for Managing Team Availability

Manage your team's calendar availability in Local Business Pro for efficient appointment scheduling.

beginner 4 min read availability team scheduling calendar
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Quick Answer: Use the team member filter to view individual schedules, block off unavailable times, and check availability before booking. This prevents double-booking and ensures proper coverage.

Availability Best Practices

  • Set working hours for each team member
  • Block time off for vacations, sick days, meetings
  • Buffer between appointments for travel time
  • Check availability before booking
  • Color-code by team member for visual clarity

Checking Availability

  1. Navigate to Operations > Calendar
  2. Switch to Week view for best overview
  3. Use the team member filter to view one person
  4. Look for open time slots in their schedule
  5. Consider travel time from their previous appointment
  6. Click an open slot to create the appointment

Blocking Unavailable Time

Create 'blocked' events for times when team members are unavailable:

  • Vacations and PTO
  • Training sessions
  • Team meetings
  • Personal appointments
  • Equipment maintenance days

Frequently Asked Questions

Q: Can team members manage their own availability?
A: Yes, team members with calendar access can add their own blocked time.

Q: Does the AI know about availability when booking?
A: Yes, your AI checks team availability when scheduling appointments.