The Holiday Calendar feature is a great tool to manage requests, view other approved holidays and keep track of availability.
Where is it?
Start by navigating to Settings.
Under the Staff heading, select Holiday Calendar.
The Holiday Calendar provides filters to edit results and an option to request an Away.
Select located on the top-right.
Complete the details of the request and select Save.
Editing the Status field can be restricted based on the staff's User Type.
Staff with appropriate privileges will be able to Approve or Decline.
Select from the Notify Employee menu, which user should receive the holiday request. 🆕
View Pending and/or Approve Holidays
Once scheduled, the holiday or time away will sit in a pending list, awaiting approval or denial.
The user set to be notified of the request will receive an internal message with details. 🆕
Navigate to Settings > Practitioners and choose Open next to the practitioner.
Select Holidays to enter the pending list of holidays requested by that practitioner.
Use the menu to Approve, Decline or Edit the holiday request.
Selecting Conflicting Appointments will provide a report of any appointments that are scheduled within the requested time. Otherwise, the report will state there are no conflicting appointments.
TIP: If you would like to set a day off quickly and have appropriate permissions set to your profile, create an All-day Away from the schedule.
Note: Only Staff with User Types set to approve Holidays will have access to do so.