Managing time off on your business schedule

  • Updated

In this article, you will learn how to add and remove time off in your Workiz schedule.

Whether your employee is taking vacation time, you need time to see the dentist, or your entire company is off for a holiday, your calendar will need to reflect that availability. Workiz makes it easy to schedule time off.

How to add time off

  1. From the sidebar navigation, select Schedule
  2. Select the calendar icon ( )
    Group 4331-1.png
  3. Enter the time off details:
    image 372.png
    1. Team member
    2. Start/end
    3. Description
    4. Select Create

The time off event will now be added to that team member's schedule. Time off will only appear while using the Timeline or Timeline Week views. 

Group 4333.png

Adding time off for a user will NOT prevent you from assigning them to jobs. Workiz will still allow you to override the time off and assign this user to jobs, making it important for you to regularly review your schedule before assigning jobs.

Depending on your online booking configurations, the time off may be reflected in your online booking portal, preventing customers from selecting time slots that have been marked as time off.

How to remove time off

  1. Select the time off event on your schedule
  2. Select Delete
    Group 4334.png

Was this article helpful?