How do I enable, configure, and manage Shift Scheduling in Arketa?
Shift Scheduling in Arketa allows you to manage staff availability and shifts efficiently. This guide explains how to enable the feature, configure settings, and manage schedules.
Enabling Shift Scheduling
To enable Shift Scheduling in Arketa:
Navigate to your app's Settings.
Go to General Business Settings.
Scroll down to Staff & Access Settings.
Turn on the Shift Scheduling feature.
Once enabled, the Shift Scheduling option will appear under the Staff section in your dashboard.
Configuring Shift Scheduling
After enabling the feature, follow these steps to configure Shift Scheduling:
Set up shift scheduling at the global or per-location level in your settings.
Assign team members to the appropriate job family (e.g., "Studio Operations") by navigating to Setup > Team.
Define staff availability by going to Staff > Availability and using the Edit Availability option to enter their shifts.
Managing and Viewing Schedules
Once configured, you can build and manage staff schedules and view them alongside other schedules:
Building and Managing Shifts: Go to Staff > Shift Scheduling to draft, review, and publish shifts. When publishing or canceling a shift, you can notify the affected staff automatically.
Viewing Schedules: Navigate to Classes > Full Schedule > Studio + Staff to see classes, appointments, and published staff shifts in one calendar.
Notes:
Ensure each team member’s availability is set before scheduling shifts to avoid conflicts.
Shift Scheduling is designed for front desk/operations staff. Instructors are managed separately via the class schedule.
By following these steps, you can effectively enable, configure, and manage Shift Scheduling in Arketa, ensuring smooth operations and better staff coordination.