Set Staff Availability

In this article, learn how to set availability for you and your Staff.

APPLIES TO: Admins and Staff

Last Updated: February 9, 2023

Setting your staff's availability is the backbone of making sure your staff is only scheduled for events and sessions they can execute.

How To Set Staff Availability

  • After logging in to your Upper Hand account, click on Contacts located in the navigation bar on the left side of the screen.
  • Click on the Staff tab.
  • Click on the name of the staff member whose availability you are wanting to adjust.
  • Click the pencil icon located on the right of Availability.

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  • Choose a Start Date for your availability (if you would like this availability to last indefinitely, make sure the indefinite box is checked. For a limited date, uncheck and choose the end date).
  • Click the Days of the Week that you will be available.
  • Choose your Available Hours (if you need each day to have a specific start and end time, click the "Day specific" button. You are able to add multiple start and end times to a specific day. This is perfect for giving lunch breaks or having morning and evening trainings).
  • To set your availability for a specific date, select Add Date underneath Date Specific Availability. Select the date you want to set availability for. Set the time you are available on that date for.
    • Add any Blackout Days by clicking the Add Blackout Days button above the save button (to remove Blackout Days, click the X next to the date).
    • When your schedule is set, click the blue Save button.

    Things to note

    The bubble icons on the Staff page show you which days a specific staff member is available during the current week.