If you need to block of time off during the day, or for several days, you can follow these steps to schedule your time off and share it with your team on FieldPulse.
On the team schedule page, click the green plus sign to create a new 'job'. You'll use this dummy job to book your time off.
In the Create New Job window, first add your dummy 'Customer'; this should be created as a new customer to be used as a placeholder, with just a name. I've called mine First Name: Booking, Last Name: Time off:
Complete the rest of the information including the team member booking the time off and the dates and times. Then click 'Save'.
You'll now see the time off scheduled in your list view.
You will see the time off in every schedule view, so you can easily see who is and is not available on your team for a given day.
That's it! You've just booked time off in FieldPulse. You can use this to schedule personal days, vacation days and sick days. If you need any help with booking time off, email us: firstname.lastname@example.org