Manage recurring availability

Create and manage recurring availability in the Skedulo Plus mobile app.

Overview

Recurring availability allows you to create a pattern of availability that repeats over a period of time. This is useful for users who have a regular schedule, such as part-time workers who work the same hours every week.

Once mobile users are allowed to create and manage their own recurring availability, a Manage tab is included in the Availability screen in the Skedulo Plus app.

The Manage tab shows any existing recurring availability patterns you are assigned to. You can view the details of each pattern, including the start and end dates, and the days of the week the pattern repeats, by tapping the recurring availability pattern card.

The recurring availability pattern card in the Skedulo Plus mobile app.

Prerequisites

Administrators have enabled the Allow resources to create their own recurring availability setting in the web app admin settings.

Create a new recurring availability pattern

To create a new recurring availability pattern, open your Skedulo Plus mobile app and follow these steps:

  1. Tap the plus button(Plus button) in the top-right corner of either the Agenda or Availability screen.

  2. Select Recurring availability from the Create new menu.

    The create new recurring availability option menu in the Skedulo Plus mobile app.

  3. In the Set my availability form, provide a name for the recurring pattern of availability, then select a start date for the first day of the pattern from the date picker.

    The set my availability form in the Skedulo Plus mobile app.

    Tap Done to save the start date.

  4. (Optional) Provide an end date for the pattern. If no end date is provided, the pattern will repeat indefinitely until it is manually deleted.

  5. Select the days of the week the pattern repeats by tapping the days in the Weekly Pattern section.

  6. Set up available times for each day of the week.

    By default, availability for selected days is set to All day. Un-toggle the All day switch to set specific start and end times for availability. You can add up to four time segments per day. Each time segment can not overlap with the others.

    The time picker for setting the start and end times for a recurring availability pattern in the Skedulo Plus mobile app.

    a. Tap the time input fields to use the time picker to set the start and end times for the availability.

    b. (Optional) Tap Add another time to add more time segments if needed.

    You can remove any time segment by tapping Remove.

    c. Tap Done.

  7. Repeat the previous step for other days in the pattern that require specific start and end times.

  8. By default, patterns are set to repeat weekly. To change the frequency of the pattern, tap drop-down menu for Repeats every, then select the desired frequency from the list. Options are Week, Two Weeks, or Four weeks.

    The repeat frequency menu in the Skedulo Plus mobile app.

    Tap Done to save the frequency.

  9. Tap Save to create the recurring availability pattern.

The pattern will be added to the Manage tab in the Availability screen, and a green banner will appear at the bottom of the screen to confirm the pattern has been saved successfully.

The success banner for a saved recurring availability pattern in the Skedulo Plus mobile app.

Edit or delete a recurring availability pattern

Users can edit or delete recurring availability patterns they have created.

To edit or delete a recurring availability pattern, follow these steps:

  1. In the Skedulo Plus mobile app, tap Availability > Manage.

  2. Tap the recurring availability pattern card you want to edit or delete.

  3. (Option) To edit the pattern, tap the Options (More menu represented by an elipses icon) menu button, then select Edit recurring availability.

    The pattern will open in the Set my availability form, where you can make changes to the pattern. Tap Save to save the changes.

  4. (Option) To delete the pattern, tap the Options (More menu represented by an elipses icon) menu button, then select Delete recurring availability.

    A confirmation dialog will appear. Tap Yes, Delete to delete the pattern.

See also