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How To Manage Staff Availability Efficiently with Schedules in Tekmatix
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
Why This Matters
Managing multiple staff calendars individually is time-consuming, error-prone, and can lead to double-bookings. Schedules in Tekmatix provide a centralized, reusable template for staff availability, letting you define working hours, date-specific overrides, and time zones in one place.
Benefits include:
Centralized management: One schedule applies to multiple calendars
Flexibility: Quickly create custom schedules for specific calendars
Consistency: Every staff member follows the same availability rules
Time-saving: New staff or calendars are instantly ready for bookings
What Are Schedules in Tekmatix?
A Schedule is a shared availability template that combines:
Weekly working hours
Date-specific overrides (for holidays, special events, etc.)
Staff-level time zones
Custom Schedules are calendar-specific edits that override a central Schedule but only apply to that particular calendar.
Key Features:
Reusable across multiple calendars
Multiple schedules per staff member
Automatic legacy availability migration
Default schedules for new staff or calendars
Step-by-Step: How To Use Schedules in Tekmatix
Step 1: Access Schedules
All Schedules: Calendars → Calendar Settings → Availability. Select the staff member you want to manage through the dropdown.
Individual Staff Member: Settings → My Profile → Schedules
Admin Access for Staff: Settings → My Staff → Edit (pencil) → User Availability.
Step 2: Create a New Schedule
Click Create Schedule
Enter a Schedule Name (e.g., "Consultations")
Configure:
Weekly Working Hours: Set the days and hours staff are available
Time Zone: Determines the reference zone for all availability
Date-Specific Overrides: Mark specific days as unavailable or with special hours
Use the Active On dropdown to select calendars this schedule should apply to
Click Save
Tip: Create multiple schedules (e.g., "Demos," "On-Site Meetings") and assign them to different calendars for flexibility.
Step 3: Edit Existing Schedules
From the Schedules List, you can:
Set as Default (Pushpin): Automatically apply this schedule to new staff or calendars
Rename (Pencil): Update schedule names for clarity
Duplicate (Papers): Quickly copy an existing schedule to create a variation
Delete (Trashcan): Remove unused schedules (only if not active on any calendar)
Step 4: Apply or Edit Schedules per Calendar
Navigate to Calendars → Calendar Settings → Edit Calendar → Availability tab
Switch Schedule: Apply a different schedule for the calendar
Custom Schedule: Create a calendar-specific schedule that overrides the central schedule for this calendar only
Important: Updates to a central schedule automatically apply to all linked calendars, ensuring consistency.
Sample Scenario: Centralized Scheduling for a Growing Team
Scenario:
Your business has 3 sales reps and 2 services: "Consultations" and "Product Demos." Each staff member manages multiple calendars, including personal and round-robin group calendars.
Solution with Tekmatix Schedules:
Create a Consultation Schedule and a Demo Schedule
Assign schedules to each staff member’s relevant calendars
Set default schedules so new staff are immediately ready for booking
Apply date-specific overrides for holidays or events
Result:
Centralized management reduces errors
No double-booking even across multiple calendars
Changes to a schedule automatically propagate to all linked calendars
Custom schedules handle exceptions without affecting other calendars
Frequently Asked Questions
Q: What happens to old availability settings?
A: Tekmatix automatically migrates them to custom schedules, ensuring no downtime.
Q: Can I attach the same schedule to Round-Robin calendars?
A: Yes, assign each user in the Round-Robin group to the same schedule.
Q: How do date-specific overrides work?
A: Overrides apply to all linked calendars. For calendar-specific exceptions, use a custom schedule.
Q: How many schedules can I create?
A: Unlimited—create as many as needed for your workflow.
Q: Will updating a schedule cancel existing appointments?
A: No, only future open time slots are updated.
Q: How does staff time zone affect bookings?
A: The schedule respects the staff time zone; booking widgets convert slots to the visitor’s browser time.
Q: Can I import schedules via API?
A: Not yet; schedules are currently managed in-app.
Latest Blog Posts
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
Why This Matters
Managing multiple staff calendars individually is time-consuming, error-prone, and can lead to double-bookings. Schedules in Tekmatix provide a centralized, reusable template for staff availability, letting you define working hours, date-specific overrides, and time zones in one place.
Benefits include:
Centralized management: One schedule applies to multiple calendars
Flexibility: Quickly create custom schedules for specific calendars
Consistency: Every staff member follows the same availability rules
Time-saving: New staff or calendars are instantly ready for bookings
What Are Schedules in Tekmatix?
A Schedule is a shared availability template that combines:
Weekly working hours
Date-specific overrides (for holidays, special events, etc.)
Staff-level time zones
Custom Schedules are calendar-specific edits that override a central Schedule but only apply to that particular calendar.
Key Features:
Reusable across multiple calendars
Multiple schedules per staff member
Automatic legacy availability migration
Default schedules for new staff or calendars
Step-by-Step: How To Use Schedules in Tekmatix
Step 1: Access Schedules
All Schedules: Calendars → Calendar Settings → Availability. Select the staff member you want to manage through the dropdown.
Individual Staff Member: Settings → My Profile → Schedules
Admin Access for Staff: Settings → My Staff → Edit (pencil) → User Availability.
Step 2: Create a New Schedule
Click Create Schedule
Enter a Schedule Name (e.g., "Consultations")
Configure:
Weekly Working Hours: Set the days and hours staff are available
Time Zone: Determines the reference zone for all availability
Date-Specific Overrides: Mark specific days as unavailable or with special hours
Use the Active On dropdown to select calendars this schedule should apply to
Click Save
Tip: Create multiple schedules (e.g., "Demos," "On-Site Meetings") and assign them to different calendars for flexibility.
Step 3: Edit Existing Schedules
From the Schedules List, you can:
Set as Default (Pushpin): Automatically apply this schedule to new staff or calendars
Rename (Pencil): Update schedule names for clarity
Duplicate (Papers): Quickly copy an existing schedule to create a variation
Delete (Trashcan): Remove unused schedules (only if not active on any calendar)
Step 4: Apply or Edit Schedules per Calendar
Navigate to Calendars → Calendar Settings → Edit Calendar → Availability tab
Switch Schedule: Apply a different schedule for the calendar
Custom Schedule: Create a calendar-specific schedule that overrides the central schedule for this calendar only
Important: Updates to a central schedule automatically apply to all linked calendars, ensuring consistency.
Sample Scenario: Centralized Scheduling for a Growing Team
Scenario:
Your business has 3 sales reps and 2 services: "Consultations" and "Product Demos." Each staff member manages multiple calendars, including personal and round-robin group calendars.
Solution with Tekmatix Schedules:
Create a Consultation Schedule and a Demo Schedule
Assign schedules to each staff member’s relevant calendars
Set default schedules so new staff are immediately ready for booking
Apply date-specific overrides for holidays or events
Result:
Centralized management reduces errors
No double-booking even across multiple calendars
Changes to a schedule automatically propagate to all linked calendars
Custom schedules handle exceptions without affecting other calendars
Frequently Asked Questions
Q: What happens to old availability settings?
A: Tekmatix automatically migrates them to custom schedules, ensuring no downtime.
Q: Can I attach the same schedule to Round-Robin calendars?
A: Yes, assign each user in the Round-Robin group to the same schedule.
Q: How do date-specific overrides work?
A: Overrides apply to all linked calendars. For calendar-specific exceptions, use a custom schedule.
Q: How many schedules can I create?
A: Unlimited—create as many as needed for your workflow.
Q: Will updating a schedule cancel existing appointments?
A: No, only future open time slots are updated.
Q: How does staff time zone affect bookings?
A: The schedule respects the staff time zone; booking widgets convert slots to the visitor’s browser time.
Q: Can I import schedules via API?
A: Not yet; schedules are currently managed in-app.
Marketing
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
Why This Matters
Managing multiple staff calendars individually is time-consuming, error-prone, and can lead to double-bookings. Schedules in Tekmatix provide a centralized, reusable template for staff availability, letting you define working hours, date-specific overrides, and time zones in one place.
Benefits include:
Centralized management: One schedule applies to multiple calendars
Flexibility: Quickly create custom schedules for specific calendars
Consistency: Every staff member follows the same availability rules
Time-saving: New staff or calendars are instantly ready for bookings
What Are Schedules in Tekmatix?
A Schedule is a shared availability template that combines:
Weekly working hours
Date-specific overrides (for holidays, special events, etc.)
Staff-level time zones
Custom Schedules are calendar-specific edits that override a central Schedule but only apply to that particular calendar.
Key Features:
Reusable across multiple calendars
Multiple schedules per staff member
Automatic legacy availability migration
Default schedules for new staff or calendars
Step-by-Step: How To Use Schedules in Tekmatix
Step 1: Access Schedules
All Schedules: Calendars → Calendar Settings → Availability. Select the staff member you want to manage through the dropdown.
Individual Staff Member: Settings → My Profile → Schedules
Admin Access for Staff: Settings → My Staff → Edit (pencil) → User Availability.
Step 2: Create a New Schedule
Click Create Schedule
Enter a Schedule Name (e.g., "Consultations")
Configure:
Weekly Working Hours: Set the days and hours staff are available
Time Zone: Determines the reference zone for all availability
Date-Specific Overrides: Mark specific days as unavailable or with special hours
Use the Active On dropdown to select calendars this schedule should apply to
Click Save
Tip: Create multiple schedules (e.g., "Demos," "On-Site Meetings") and assign them to different calendars for flexibility.
Step 3: Edit Existing Schedules
From the Schedules List, you can:
Set as Default (Pushpin): Automatically apply this schedule to new staff or calendars
Rename (Pencil): Update schedule names for clarity
Duplicate (Papers): Quickly copy an existing schedule to create a variation
Delete (Trashcan): Remove unused schedules (only if not active on any calendar)
Step 4: Apply or Edit Schedules per Calendar
Navigate to Calendars → Calendar Settings → Edit Calendar → Availability tab
Switch Schedule: Apply a different schedule for the calendar
Custom Schedule: Create a calendar-specific schedule that overrides the central schedule for this calendar only
Important: Updates to a central schedule automatically apply to all linked calendars, ensuring consistency.
Sample Scenario: Centralized Scheduling for a Growing Team
Scenario:
Your business has 3 sales reps and 2 services: "Consultations" and "Product Demos." Each staff member manages multiple calendars, including personal and round-robin group calendars.
Solution with Tekmatix Schedules:
Create a Consultation Schedule and a Demo Schedule
Assign schedules to each staff member’s relevant calendars
Set default schedules so new staff are immediately ready for booking
Apply date-specific overrides for holidays or events
Result:
Centralized management reduces errors
No double-booking even across multiple calendars
Changes to a schedule automatically propagate to all linked calendars
Custom schedules handle exceptions without affecting other calendars
Frequently Asked Questions
Q: What happens to old availability settings?
A: Tekmatix automatically migrates them to custom schedules, ensuring no downtime.
Q: Can I attach the same schedule to Round-Robin calendars?
A: Yes, assign each user in the Round-Robin group to the same schedule.
Q: How do date-specific overrides work?
A: Overrides apply to all linked calendars. For calendar-specific exceptions, use a custom schedule.
Q: How many schedules can I create?
A: Unlimited—create as many as needed for your workflow.
Q: Will updating a schedule cancel existing appointments?
A: No, only future open time slots are updated.
Q: How does staff time zone affect bookings?
A: The schedule respects the staff time zone; booking widgets convert slots to the visitor’s browser time.
Q: Can I import schedules via API?
A: Not yet; schedules are currently managed in-app.
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
Why This Matters
Managing multiple staff calendars individually is time-consuming, error-prone, and can lead to double-bookings. Schedules in Tekmatix provide a centralized, reusable template for staff availability, letting you define working hours, date-specific overrides, and time zones in one place.
Benefits include:
Centralized management: One schedule applies to multiple calendars
Flexibility: Quickly create custom schedules for specific calendars
Consistency: Every staff member follows the same availability rules
Time-saving: New staff or calendars are instantly ready for bookings
What Are Schedules in Tekmatix?
A Schedule is a shared availability template that combines:
Weekly working hours
Date-specific overrides (for holidays, special events, etc.)
Staff-level time zones
Custom Schedules are calendar-specific edits that override a central Schedule but only apply to that particular calendar.
Key Features:
Reusable across multiple calendars
Multiple schedules per staff member
Automatic legacy availability migration
Default schedules for new staff or calendars
Step-by-Step: How To Use Schedules in Tekmatix
Step 1: Access Schedules
All Schedules: Calendars → Calendar Settings → Availability. Select the staff member you want to manage through the dropdown.
Individual Staff Member: Settings → My Profile → Schedules
Admin Access for Staff: Settings → My Staff → Edit (pencil) → User Availability.
Step 2: Create a New Schedule
Click Create Schedule
Enter a Schedule Name (e.g., "Consultations")
Configure:
Weekly Working Hours: Set the days and hours staff are available
Time Zone: Determines the reference zone for all availability
Date-Specific Overrides: Mark specific days as unavailable or with special hours
Use the Active On dropdown to select calendars this schedule should apply to
Click Save
Tip: Create multiple schedules (e.g., "Demos," "On-Site Meetings") and assign them to different calendars for flexibility.
Step 3: Edit Existing Schedules
From the Schedules List, you can:
Set as Default (Pushpin): Automatically apply this schedule to new staff or calendars
Rename (Pencil): Update schedule names for clarity
Duplicate (Papers): Quickly copy an existing schedule to create a variation
Delete (Trashcan): Remove unused schedules (only if not active on any calendar)
Step 4: Apply or Edit Schedules per Calendar
Navigate to Calendars → Calendar Settings → Edit Calendar → Availability tab
Switch Schedule: Apply a different schedule for the calendar
Custom Schedule: Create a calendar-specific schedule that overrides the central schedule for this calendar only
Important: Updates to a central schedule automatically apply to all linked calendars, ensuring consistency.
Sample Scenario: Centralized Scheduling for a Growing Team
Scenario:
Your business has 3 sales reps and 2 services: "Consultations" and "Product Demos." Each staff member manages multiple calendars, including personal and round-robin group calendars.
Solution with Tekmatix Schedules:
Create a Consultation Schedule and a Demo Schedule
Assign schedules to each staff member’s relevant calendars
Set default schedules so new staff are immediately ready for booking
Apply date-specific overrides for holidays or events
Result:
Centralized management reduces errors
No double-booking even across multiple calendars
Changes to a schedule automatically propagate to all linked calendars
Custom schedules handle exceptions without affecting other calendars
Frequently Asked Questions
Q: What happens to old availability settings?
A: Tekmatix automatically migrates them to custom schedules, ensuring no downtime.
Q: Can I attach the same schedule to Round-Robin calendars?
A: Yes, assign each user in the Round-Robin group to the same schedule.
Q: How do date-specific overrides work?
A: Overrides apply to all linked calendars. For calendar-specific exceptions, use a custom schedule.
Q: How many schedules can I create?
A: Unlimited—create as many as needed for your workflow.
Q: Will updating a schedule cancel existing appointments?
A: No, only future open time slots are updated.
Q: How does staff time zone affect bookings?
A: The schedule respects the staff time zone; booking widgets convert slots to the visitor’s browser time.
Q: Can I import schedules via API?
A: Not yet; schedules are currently managed in-app.
CRM
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
Why This Matters
Managing multiple staff calendars individually is time-consuming, error-prone, and can lead to double-bookings. Schedules in Tekmatix provide a centralized, reusable template for staff availability, letting you define working hours, date-specific overrides, and time zones in one place.
Benefits include:
Centralized management: One schedule applies to multiple calendars
Flexibility: Quickly create custom schedules for specific calendars
Consistency: Every staff member follows the same availability rules
Time-saving: New staff or calendars are instantly ready for bookings
What Are Schedules in Tekmatix?
A Schedule is a shared availability template that combines:
Weekly working hours
Date-specific overrides (for holidays, special events, etc.)
Staff-level time zones
Custom Schedules are calendar-specific edits that override a central Schedule but only apply to that particular calendar.
Key Features:
Reusable across multiple calendars
Multiple schedules per staff member
Automatic legacy availability migration
Default schedules for new staff or calendars
Step-by-Step: How To Use Schedules in Tekmatix
Step 1: Access Schedules
All Schedules: Calendars → Calendar Settings → Availability. Select the staff member you want to manage through the dropdown.
Individual Staff Member: Settings → My Profile → Schedules
Admin Access for Staff: Settings → My Staff → Edit (pencil) → User Availability.
Step 2: Create a New Schedule
Click Create Schedule
Enter a Schedule Name (e.g., "Consultations")
Configure:
Weekly Working Hours: Set the days and hours staff are available
Time Zone: Determines the reference zone for all availability
Date-Specific Overrides: Mark specific days as unavailable or with special hours
Use the Active On dropdown to select calendars this schedule should apply to
Click Save
Tip: Create multiple schedules (e.g., "Demos," "On-Site Meetings") and assign them to different calendars for flexibility.
Step 3: Edit Existing Schedules
From the Schedules List, you can:
Set as Default (Pushpin): Automatically apply this schedule to new staff or calendars
Rename (Pencil): Update schedule names for clarity
Duplicate (Papers): Quickly copy an existing schedule to create a variation
Delete (Trashcan): Remove unused schedules (only if not active on any calendar)
Step 4: Apply or Edit Schedules per Calendar
Navigate to Calendars → Calendar Settings → Edit Calendar → Availability tab
Switch Schedule: Apply a different schedule for the calendar
Custom Schedule: Create a calendar-specific schedule that overrides the central schedule for this calendar only
Important: Updates to a central schedule automatically apply to all linked calendars, ensuring consistency.
Sample Scenario: Centralized Scheduling for a Growing Team
Scenario:
Your business has 3 sales reps and 2 services: "Consultations" and "Product Demos." Each staff member manages multiple calendars, including personal and round-robin group calendars.
Solution with Tekmatix Schedules:
Create a Consultation Schedule and a Demo Schedule
Assign schedules to each staff member’s relevant calendars
Set default schedules so new staff are immediately ready for booking
Apply date-specific overrides for holidays or events
Result:
Centralized management reduces errors
No double-booking even across multiple calendars
Changes to a schedule automatically propagate to all linked calendars
Custom schedules handle exceptions without affecting other calendars
Frequently Asked Questions
Q: What happens to old availability settings?
A: Tekmatix automatically migrates them to custom schedules, ensuring no downtime.
Q: Can I attach the same schedule to Round-Robin calendars?
A: Yes, assign each user in the Round-Robin group to the same schedule.
Q: How do date-specific overrides work?
A: Overrides apply to all linked calendars. For calendar-specific exceptions, use a custom schedule.
Q: How many schedules can I create?
A: Unlimited—create as many as needed for your workflow.
Q: Will updating a schedule cancel existing appointments?
A: No, only future open time slots are updated.
Q: How does staff time zone affect bookings?
A: The schedule respects the staff time zone; booking widgets convert slots to the visitor’s browser time.
Q: Can I import schedules via API?
A: Not yet; schedules are currently managed in-app.
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
Why This Matters
Managing multiple staff calendars individually is time-consuming, error-prone, and can lead to double-bookings. Schedules in Tekmatix provide a centralized, reusable template for staff availability, letting you define working hours, date-specific overrides, and time zones in one place.
Benefits include:
Centralized management: One schedule applies to multiple calendars
Flexibility: Quickly create custom schedules for specific calendars
Consistency: Every staff member follows the same availability rules
Time-saving: New staff or calendars are instantly ready for bookings
What Are Schedules in Tekmatix?
A Schedule is a shared availability template that combines:
Weekly working hours
Date-specific overrides (for holidays, special events, etc.)
Staff-level time zones
Custom Schedules are calendar-specific edits that override a central Schedule but only apply to that particular calendar.
Key Features:
Reusable across multiple calendars
Multiple schedules per staff member
Automatic legacy availability migration
Default schedules for new staff or calendars
Step-by-Step: How To Use Schedules in Tekmatix
Step 1: Access Schedules
All Schedules: Calendars → Calendar Settings → Availability. Select the staff member you want to manage through the dropdown.
Individual Staff Member: Settings → My Profile → Schedules
Admin Access for Staff: Settings → My Staff → Edit (pencil) → User Availability.
Step 2: Create a New Schedule
Click Create Schedule
Enter a Schedule Name (e.g., "Consultations")
Configure:
Weekly Working Hours: Set the days and hours staff are available
Time Zone: Determines the reference zone for all availability
Date-Specific Overrides: Mark specific days as unavailable or with special hours
Use the Active On dropdown to select calendars this schedule should apply to
Click Save
Tip: Create multiple schedules (e.g., "Demos," "On-Site Meetings") and assign them to different calendars for flexibility.
Step 3: Edit Existing Schedules
From the Schedules List, you can:
Set as Default (Pushpin): Automatically apply this schedule to new staff or calendars
Rename (Pencil): Update schedule names for clarity
Duplicate (Papers): Quickly copy an existing schedule to create a variation
Delete (Trashcan): Remove unused schedules (only if not active on any calendar)
Step 4: Apply or Edit Schedules per Calendar
Navigate to Calendars → Calendar Settings → Edit Calendar → Availability tab
Switch Schedule: Apply a different schedule for the calendar
Custom Schedule: Create a calendar-specific schedule that overrides the central schedule for this calendar only
Important: Updates to a central schedule automatically apply to all linked calendars, ensuring consistency.
Sample Scenario: Centralized Scheduling for a Growing Team
Scenario:
Your business has 3 sales reps and 2 services: "Consultations" and "Product Demos." Each staff member manages multiple calendars, including personal and round-robin group calendars.
Solution with Tekmatix Schedules:
Create a Consultation Schedule and a Demo Schedule
Assign schedules to each staff member’s relevant calendars
Set default schedules so new staff are immediately ready for booking
Apply date-specific overrides for holidays or events
Result:
Centralized management reduces errors
No double-booking even across multiple calendars
Changes to a schedule automatically propagate to all linked calendars
Custom schedules handle exceptions without affecting other calendars
Frequently Asked Questions
Q: What happens to old availability settings?
A: Tekmatix automatically migrates them to custom schedules, ensuring no downtime.
Q: Can I attach the same schedule to Round-Robin calendars?
A: Yes, assign each user in the Round-Robin group to the same schedule.
Q: How do date-specific overrides work?
A: Overrides apply to all linked calendars. For calendar-specific exceptions, use a custom schedule.
Q: How many schedules can I create?
A: Unlimited—create as many as needed for your workflow.
Q: Will updating a schedule cancel existing appointments?
A: No, only future open time slots are updated.
Q: How does staff time zone affect bookings?
A: The schedule respects the staff time zone; booking widgets convert slots to the visitor’s browser time.
Q: Can I import schedules via API?
A: Not yet; schedules are currently managed in-app.
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Web Design
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
Why This Matters
Managing multiple staff calendars individually is time-consuming, error-prone, and can lead to double-bookings. Schedules in Tekmatix provide a centralized, reusable template for staff availability, letting you define working hours, date-specific overrides, and time zones in one place.
Benefits include:
Centralized management: One schedule applies to multiple calendars
Flexibility: Quickly create custom schedules for specific calendars
Consistency: Every staff member follows the same availability rules
Time-saving: New staff or calendars are instantly ready for bookings
What Are Schedules in Tekmatix?
A Schedule is a shared availability template that combines:
Weekly working hours
Date-specific overrides (for holidays, special events, etc.)
Staff-level time zones
Custom Schedules are calendar-specific edits that override a central Schedule but only apply to that particular calendar.
Key Features:
Reusable across multiple calendars
Multiple schedules per staff member
Automatic legacy availability migration
Default schedules for new staff or calendars
Step-by-Step: How To Use Schedules in Tekmatix
Step 1: Access Schedules
All Schedules: Calendars → Calendar Settings → Availability. Select the staff member you want to manage through the dropdown.
Individual Staff Member: Settings → My Profile → Schedules
Admin Access for Staff: Settings → My Staff → Edit (pencil) → User Availability.
Step 2: Create a New Schedule
Click Create Schedule
Enter a Schedule Name (e.g., "Consultations")
Configure:
Weekly Working Hours: Set the days and hours staff are available
Time Zone: Determines the reference zone for all availability
Date-Specific Overrides: Mark specific days as unavailable or with special hours
Use the Active On dropdown to select calendars this schedule should apply to
Click Save
Tip: Create multiple schedules (e.g., "Demos," "On-Site Meetings") and assign them to different calendars for flexibility.
Step 3: Edit Existing Schedules
From the Schedules List, you can:
Set as Default (Pushpin): Automatically apply this schedule to new staff or calendars
Rename (Pencil): Update schedule names for clarity
Duplicate (Papers): Quickly copy an existing schedule to create a variation
Delete (Trashcan): Remove unused schedules (only if not active on any calendar)
Step 4: Apply or Edit Schedules per Calendar
Navigate to Calendars → Calendar Settings → Edit Calendar → Availability tab
Switch Schedule: Apply a different schedule for the calendar
Custom Schedule: Create a calendar-specific schedule that overrides the central schedule for this calendar only
Important: Updates to a central schedule automatically apply to all linked calendars, ensuring consistency.
Sample Scenario: Centralized Scheduling for a Growing Team
Scenario:
Your business has 3 sales reps and 2 services: "Consultations" and "Product Demos." Each staff member manages multiple calendars, including personal and round-robin group calendars.
Solution with Tekmatix Schedules:
Create a Consultation Schedule and a Demo Schedule
Assign schedules to each staff member’s relevant calendars
Set default schedules so new staff are immediately ready for booking
Apply date-specific overrides for holidays or events
Result:
Centralized management reduces errors
No double-booking even across multiple calendars
Changes to a schedule automatically propagate to all linked calendars
Custom schedules handle exceptions without affecting other calendars
Frequently Asked Questions
Q: What happens to old availability settings?
A: Tekmatix automatically migrates them to custom schedules, ensuring no downtime.
Q: Can I attach the same schedule to Round-Robin calendars?
A: Yes, assign each user in the Round-Robin group to the same schedule.
Q: How do date-specific overrides work?
A: Overrides apply to all linked calendars. For calendar-specific exceptions, use a custom schedule.
Q: How many schedules can I create?
A: Unlimited—create as many as needed for your workflow.
Q: Will updating a schedule cancel existing appointments?
A: No, only future open time slots are updated.
Q: How does staff time zone affect bookings?
A: The schedule respects the staff time zone; booking widgets convert slots to the visitor’s browser time.
Q: Can I import schedules via API?
A: Not yet; schedules are currently managed in-app.
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
Why This Matters
Managing multiple staff calendars individually is time-consuming, error-prone, and can lead to double-bookings. Schedules in Tekmatix provide a centralized, reusable template for staff availability, letting you define working hours, date-specific overrides, and time zones in one place.
Benefits include:
Centralized management: One schedule applies to multiple calendars
Flexibility: Quickly create custom schedules for specific calendars
Consistency: Every staff member follows the same availability rules
Time-saving: New staff or calendars are instantly ready for bookings
What Are Schedules in Tekmatix?
A Schedule is a shared availability template that combines:
Weekly working hours
Date-specific overrides (for holidays, special events, etc.)
Staff-level time zones
Custom Schedules are calendar-specific edits that override a central Schedule but only apply to that particular calendar.
Key Features:
Reusable across multiple calendars
Multiple schedules per staff member
Automatic legacy availability migration
Default schedules for new staff or calendars
Step-by-Step: How To Use Schedules in Tekmatix
Step 1: Access Schedules
All Schedules: Calendars → Calendar Settings → Availability. Select the staff member you want to manage through the dropdown.
Individual Staff Member: Settings → My Profile → Schedules
Admin Access for Staff: Settings → My Staff → Edit (pencil) → User Availability.
Step 2: Create a New Schedule
Click Create Schedule
Enter a Schedule Name (e.g., "Consultations")
Configure:
Weekly Working Hours: Set the days and hours staff are available
Time Zone: Determines the reference zone for all availability
Date-Specific Overrides: Mark specific days as unavailable or with special hours
Use the Active On dropdown to select calendars this schedule should apply to
Click Save
Tip: Create multiple schedules (e.g., "Demos," "On-Site Meetings") and assign them to different calendars for flexibility.
Step 3: Edit Existing Schedules
From the Schedules List, you can:
Set as Default (Pushpin): Automatically apply this schedule to new staff or calendars
Rename (Pencil): Update schedule names for clarity
Duplicate (Papers): Quickly copy an existing schedule to create a variation
Delete (Trashcan): Remove unused schedules (only if not active on any calendar)
Step 4: Apply or Edit Schedules per Calendar
Navigate to Calendars → Calendar Settings → Edit Calendar → Availability tab
Switch Schedule: Apply a different schedule for the calendar
Custom Schedule: Create a calendar-specific schedule that overrides the central schedule for this calendar only
Important: Updates to a central schedule automatically apply to all linked calendars, ensuring consistency.
Sample Scenario: Centralized Scheduling for a Growing Team
Scenario:
Your business has 3 sales reps and 2 services: "Consultations" and "Product Demos." Each staff member manages multiple calendars, including personal and round-robin group calendars.
Solution with Tekmatix Schedules:
Create a Consultation Schedule and a Demo Schedule
Assign schedules to each staff member’s relevant calendars
Set default schedules so new staff are immediately ready for booking
Apply date-specific overrides for holidays or events
Result:
Centralized management reduces errors
No double-booking even across multiple calendars
Changes to a schedule automatically propagate to all linked calendars
Custom schedules handle exceptions without affecting other calendars
Frequently Asked Questions
Q: What happens to old availability settings?
A: Tekmatix automatically migrates them to custom schedules, ensuring no downtime.
Q: Can I attach the same schedule to Round-Robin calendars?
A: Yes, assign each user in the Round-Robin group to the same schedule.
Q: How do date-specific overrides work?
A: Overrides apply to all linked calendars. For calendar-specific exceptions, use a custom schedule.
Q: How many schedules can I create?
A: Unlimited—create as many as needed for your workflow.
Q: Will updating a schedule cancel existing appointments?
A: No, only future open time slots are updated.
Q: How does staff time zone affect bookings?
A: The schedule respects the staff time zone; booking widgets convert slots to the visitor’s browser time.
Q: Can I import schedules via API?
A: Not yet; schedules are currently managed in-app.
