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Adam Smith
The Availability Overhaul combines several of our most-requested availability and scheduling improvements into one connected system.
Availability now includes when staff normally work, when they cannot work, other commitments that affect their schedule, how much work they should receive, and which existing visits need attention when availability changes. Scheduling and assignment tools use this information together rather than treating each piece separately.
Current Availability
Staff can enter
Working Hours
and
Time Off
for one date, selected weekdays, a date range, or an ongoing schedule.
When an existing entry changes, the update can apply to:
  • One date
  • That date and future dates
  • A temporary period
  • The entire series
This supports permanent schedules, seasonal changes, temporary schedule adjustments, individual exceptions, and planned time off without requiring the rest of the schedule to be recreated.
Reserved Staff Time
can be added for training, breaks, and other staff commitments. It blocks that period from scheduling consideration without counting as scheduled visits or estimated visit duration.
Availability Policies and Requests
Businesses configure
Working Hours
and
Time Off
separately. For each, staff changes can:
  • Take effect when saved
  • Require office approval
  • Be managed only by the office
Businesses can also require minimum notice for time off or create date ranges when time off is blocked or requires approval. These rules can apply to all staff or selected Territories.
Changes requiring attention appear under
Requests
. Authorized office staff can see the proposed change, review affected visits, and approve or decline individual dates. Staff can edit or withdraw their own pending requests.
For an immediate absence,
Report Unable to Work
records time off covering today or the next six days. It takes effect immediately, identifies the affected visits, and creates coverage follow-up without changing the existing assignments automatically.
Special Dates
Existing date naming and client-request blocking are moved from Business Settings into a dedicated
Special Dates
section within Availability.
These dates continue to:
  • Add names to dates on the calendar
  • Block client requests
  • Limit a client request block to selected Services or Time Blocks
Existing date names and request blocks are brought into the new section rather than needing to be recreated.
Special Dates also adds the option to block new staff time-off requests for the date. The office can still record an exception when necessary.
Workload
Workload
adds recommended and maximum daily limits based on scheduled visits, scheduled minutes, or both.
Limits can be set business-wide or for individual staff members. Additional limits can apply to selected Services and Time Blocks, and
Buffer Minutes per Visit
can account for additional time surrounding each visit.
Recommended totals guide AssignIQ. Maximum totals flag scheduling conflicts and limit automated assignments.
Scheduling and Coverage
Availability information is incorporated into scheduling and assignment checks, including:
  • Working Hours
  • Time Off
  • Reserved Staff Time
  • Existing scheduled visits
  • Workload limits
  • Existing pet-capacity limits
Review Coverage
identifies assigned visits that conflict with current availability or workload limits. When someone uses
Report Unable to Work
, authorized office staff can review the affected visits, search for eligible replacements, record outreach, assign follow-up responsibility, and track whether coverage has been resolved.
Staff can manage their own availability when allowed by the business’s policies and their Availability permissions. Authorized office staff can manage other staff, review Requests, configure Special Dates and Workload, and coordinate coverage.

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