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Availability defines the route windows Planning may use. Start with company-wide weekly hours, then add member overrides and date-specific exceptions only where necessary.

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Weekly schedules

  • The Default weekly schedule applies to the company.
  • A Weekly schedule override replaces inherited hours for one person or team.
  • Disabled days provide no planning capacity.
  • Start flex allows Planning to begin earlier than the ordinary start.
  • End flex allows Planning to finish later than the ordinary end.

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Configure ordinary hours

1

Open Availability

Go to Settings > Availability.
2

Choose the schedule scope

Select the company default, a specific team member, or a team.
3

Set each day

Enable working days and enter the start and end time. Add flex minutes only when overtime-like planning flexibility is acceptable.
4

Save the weekly schedule

Review the affected week in Planning. Availability changes can require a new plan.

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Add an exception

Use an exception for a date range that differs from the weekly schedule:
  • Time off removes the selected person’s or team’s availability. A member’s time off also makes their active planning team unavailable.
  • Custom hours replace the ordinary hours for the selected date or dates.
Add an optional reason so office users understand the change. Teams use their own weekly hours and custom hours. Members’ individual weekly hours and custom hours are not combined into the team schedule. See planning with teams before changing staffing to cover absence.
Availability changes do not automatically move visits protected by a past date, the before-delivery lock window, a customer notification, or a manual route lock.
Last modified on August 27, 2026