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Prevent Staff from Booking Outside of Shifts

  1. Schedule
  2. Prevent Staff from Booking Outside of Shifts

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Want to make sure your front-desk staff can only book appointments within a practitioner’s scheduled shifts? There’s a setting for that!

The Prevent staff booking outside shifts is a Schedule Setting that controls whether your administrative staff can book appointments during a practitioner’s breaks or after their shift ends. When it’s on, those bookings are blocked entirely. When it’s off, staff get a warning but can still proceed.

Turning the Setting On or Off

Steps

  1. A staff member with Full Access can navigate to Settings > Schedule Settings
  2. Scroll to the bottom of the first section on the page
  3. Locate the checkbox labeled “Prevent staff booking outside shifts”
  4. Check the box to turn it on, or uncheck it to turn it off

Description

What Happens

  • Setting on (checked): If a staff member tries to book outside of a shift, Jane will show a red “Appointment cannot be booked outside of shift” alert and block the booking from going through.
  • Setting off (unchecked): If a staff member books outside of a shift, Jane will show a yellow warning — but the booking will still complete. Think of it as a gentle nudge rather than a hard stop.

A Few Things Worth Knowing

This is a clinic-wide setting that only applies to administrative and front-desk staff booking on behalf of clients. It does not affect:

  • Clients booking through your online booking site
  • Practitioners managing their own schedules

And that’s it! Your schedule, your rules.

If you have questions about this setting, don’t hesitate to reach out to our support team.