Setting your Availability

Setting your availability in Penelope allows you to communicate with other Workers when you are available. This can be useful if your agency has a central point of contact for all appointments or different people make appointment bookings on your behalf.

If ClientConnect is enabled on your database, it also provides the basis for your availability in ClientConnect (ClientConnect has it’s own availability type). Setting your availability also adds you to the Master Agency Schedule and Add Service Wizard.

Finding Your Availability

To find your availability settings:

1. Navigate to My Home

2. In the My Profile sidebar select My Availability.

It is also possible to access your availability from the Worker Profile page by clicking the Availability tab located at the top of the page.

Setting Your Availability

1. Navigate to the Your Profile > Availability tab.

2. In the Weekly Availability section, click Add.

   

3. In the Day drop-down, select the day you want to set your availability for.

4. In the From field, set the start time for your availability.

5. In the To field, set the end time for your availability.

6. In the Type drop-down, select the type of availability. The options in this list are set by your System Administrator. This is the option that will indicate whether you are available or not.

7. In the Site field, select which site the availability is for.

8. Click Save.

Deleting Your Availability

1. Navigate to the Your Profile > Availability tab.

2. Select the minus (-) icon next to the Weekly Availability you would like to delete.

   

3. A message will appear asking you to confirm that you would like to delete the availability, click okay. The availability will be deleted immediately and cannot be reversed.

Penelope version 4.18.1.0 and above – Functionality has been added to notify the Worker of any associated Override Availability when deleting Weekly Availability or an entire calendar. The Worker will be given the option to delete the Override Availability (if applicable). See image below.

Managing Multiple Availability Calendars

You can set up multiple availability calendars to define a separate availability schedule. For example, if you need to set reduced summer hours.

1. Navigate to the Your Profile > Availability tab.

2. In the Calendar section, click Add or Edit. You can also Copy existing calendars or Delete calendars.

   

3. In the Date field enter the date when this availability calendar should start, or select a date from the calendar function.

4. In the Name field give your availability calendar a unique name.

5. Click Save.

6. To add daily availability for a new calendar follow the instructions under Setting Your Availability.

Overriding Your Availability

You can easily override your availability for specific dates and times. For example, for setting vacation days.

1. Navigate to the Your Profile > Availability tab.

2. In the Availability section, click Add Override Availability.

   

3. In the Date field, select the day you want to override your availability for.

4. In the From field, set the start time for your availability.

5. In the To field, set the end time for your availability.

6. In the Type drop-down, select the type of availability. The options in this list are set by your System Administrator. This is the option that will indicate whether you are available or not.

7. In the Site field, select which site the availability is for.

8. In the Book field, select how many times you would like this override to repeat.

9. In the Every __ Days field, select the repetition frequency for this availability override.

10. Click Save.

Important Information

If setting an Override Availability for a different site you must manually delete the availability slot being overridden (in the Availability section) to show that you are only available at the new site (otherwise both slots will be active and will appear as available).