📆 Schedule Generator

🔄 Generate a Schedule

The Schedule Generator is a powerful tool that helps you create and manage available time slots for your team's professionals:

🎯 Generator Overview

The Schedule Generator allows you to:

• Create Available Slots: Generate multiple available time slots automatically
• Manage Professional Availability: Set schedules based on office hours
• Save Time: Avoid manual creation of individual available slots
• Coordinate Teams: Create consistent schedules across team members

🛠️ Using the Schedule Generator

Generate available time slots quickly:

1. Navigate to the Calendar page
2. Click on the ellipsis menu next to the month view button
3. Select "Manage Schedules"

⚠️ Make sure your professional profiles are created and have office hours set before generating a schedule.

1. Select the professional you want to generate a schedule for
2. Select the date range for the schedule
3. Click on the "Generate Schedule" button

Your AI receptionist will use these slots to schedule appointments with clients.

✏️ Edit a Schedule

Modify the generated schedules as needed:

• Click on 'X' icon to delete the time slot(s) that you want to remove
• Click on "Remove All" to remove all time slots and start over

🗑️ Delete a Schedule

Undeployed schedules will not be saved in the Calendar:

• Click "Remove All" to remove all time slots and start over
• Refresh the page and start over

🚀 Deploy a Schedule

Activate your schedule to make it available for bookings:

1. After creating or editing a schedule
2. Review the schedule details
3. Click the "Deploy" button

Since a deployed schedule can only be undone manually in the Calendar, make sure to review the schedule details before clicking the "Continue" button.

Important: Deployed schedules are immediately available for the AI receptionist to use when scheduling appointments.

📅 Holidays or Days Off

Manage special days and time off within your schedules:

🏖️ Setting Holidays

Prevent scheduling during holidays:

1. In the Schedule Generator, click "Manage Holidays"
2. Add holiday dates and names
3. Apply to all professionals or select specific team members
4. Save your holiday settings

🚫 Blocking Days Off

Block specific days for time off:

1. Select a professional in the schedule view
2. Click "Add Time Off"
3. Set the date range for time off
4. Save the time off period

🔄 Recurring Time Off

Set up recurring time off patterns:

1. Click "Add Recurring Time Off"
2. Select the pattern (weekly, monthly, etc.)
3. Choose days of the week or specific dates
4. Set start and end dates for the pattern
5. Save the recurring pattern

📊 View Generated Schedules

Review all your generated schedules:

1. Navigate to the Schedule Generator page
2. Scroll down to see the "Generated Schedules" section
3. Use filters to find specific schedules by professional or date range
4. Click on any schedule to view its details

📱 Mobile Access

Manage schedules on the go:

• Responsive Design: Create and edit schedules from any device
• Quick Actions: Deploy or delete schedules from your mobile device
• On-the-go Updates: Make schedule adjustments whenever needed

Next Steps

Now that you understand schedule generation, explore these related features:

• Events Management
• Team Management
• AI Receptionist Scheduling