⏱ Estimated time: 2–5 minutes
👤 Role: Reception / Admin / Management
How to make a staff member unavailable for a specific day
How to make a staff member available for additional shifts
How to adjust rota availability on an ad-hoc basis
Use this guide when making one-off rota changes, such as:
Swapping days off
Covering sickness or annual leave
Adding extra shifts
Removing availability for a specific date
Confirm the correct date for the rota adjustment
Ensure no existing bookings will be impacted
Communicate rota changes with the staff member involved
⚠️ Important: Always check for existing appointments before removing availability.
Use this process when a staff member should not be bookable on a specific day.
Navigate to the rota or schedule view
Select the relevant date
Ensure the staff member’s column does not contain active bookings
Click the first slot within the staff member’s availability column
Select Make Unavailable
Enter the staff member’s shift start time
Enter the shift end time
Click Create
✅ The staff member is now unavailable for the selected day.
Use this process when a staff member is picking up an additional shift or covering another team member.
Navigate to the rota or schedule view
Select the relevant date
Tick the Show Unavailable checkbox
This will display all staff members, including those currently not scheduled.
Find the required staff member in the list
Click into the staff member’s column
Select Change Availability
Enter the From and To timings
Click Confirm
✅ The staff member is now available for bookings during the selected time.
What happens if the staff member already has bookings?
You must review or reassign existing bookings before removing availability.
Can availability be adjusted multiple times in one day?
Yes. Availability can be updated as required to reflect rota changes.
EMS – Reception – Managing a Booking (Edit or Re-Schedule)
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