How do I set different schedules for each employee without giving them account access?
With individual schedules: each resource (a person, a room or a piece of equipment) has its own schedule, and the person does not need to log in to CitaFlow.
How to set it up
- Go to “My Business” → “Hours” and open the “Individual Schedules” tab.
- Turn on “Individual Schedules by Resource”.
- Under “Select resource”, choose the person.
- In “Base Schedule”, set their hours for each day (turn on “Afternoon” if they work a second block) and click “Save Base Schedule”. It applies to every week.
- For a different week (holidays, a public holiday, special hours), open “Weekly Exceptions”, pick the week, change the hours and click “Save Exception”. “Remove Exception” takes it back to the base schedule.
How it combines with business hours
“Business Hours” always wins: a resource is only offered for appointments when both its schedule and the business’s are open. Resources without their own schedule follow the business’s. The website, the chatbot and the voice assistant offer times with this same rule.
For an absence with dates you can also use “Schedule absence” in “My Business” → “Resources & Services” → “Resources”.