Team scheduling tracks WHEN each tech is on the clock — distinct from /portal/schedule which tracks customer appointments. Mike works Mon-Fri 8-5, Sarah works Tue-Sat 10-6, Jake covers weekends. Smart-slot scheduling reads these schedules to filter candidate booking slots — won't suggest Mike for Wednesday if he's marked off Wednesday, even when the business is otherwise open.
Bundle and Front Office. Voice/Visibility tier sees an upgrade card.
Setting a tech's schedule
- 1Open the page
Sidebar → Work → Team scheduling. Or from /portal/team click the "Team scheduling →" hotlink in the Field techs section header.
- 2Pick a day
Each tech card has 7 day rows. To override the global business hours for that tech on a particular day, check the box next to the day name. Otherwise the tech uses your global business hours for that day.
- 3Mark off or set hours
Once overridden, you can either tick "Off" (no bookings on this day even when the business is open) or set start/end times (e.g. 10:00-18:00). Times are 24-hour HH:MM format.
- 4Quick shortcuts
"Apply Mon-Fri 8-5" populates a standard work week with weekends off — useful starting point you can then tweak per day. "Reset to default" clears all overrides for that tech (back to global hours).
- 5Save
Each tech card has its own Save button. Unsaved changes show an amber "Unsaved changes" indicator next to their name.
How fallback works
| No schedule set | Tech uses your global business hours from Settings → Active hours. |
| Some days set, some not | Days with overrides use those; days without overrides fall back to global hours for that day. |
| Day marked Off | Smart-slot won't suggest this tech for that day, even if global business hours are open. |
| Day with custom hours | Smart-slot suggests slots only within those hours, AND only if global business hours also allow them (the tech's hours can narrow but not widen the window). |
Common patterns
| Standard 9-5 shop with one weekend tech | Most techs default to global hours (Mon-Fri 8-5). The weekend tech gets Mon-Fri marked Off + Sat-Sun set to working hours. |
| Half-time tech | Override 4 days as working + 3 days as Off. |
| Senior tech with later start | Override Mon-Fri to 10:00-19:00 (later start, later end). |
| Emergency on-call coverage | Skip this here — the per-tech on-call assignment lives separately on the Team page (Members section) and uses the on_call_until column for a single one-shot window. |
Each day has a single start/end window. If a tech does 7-11am + 1-5pm, set 7-5pm and let them take a personal lunch break. v2 may add split-shift support if multiple shops ask.
What's next
v1 ships per-tech weekly hours with smart-slot integration. Coming in future releases: shift swaps / coverage requests, on-call rotation as a recurring weekly schedule (not just a single window), shift-trade marketplace, vacation-as-a-shift-block (currently lives in Time off).