How do I set a team member's hours, service area and time off?

Each person's availability lives on their own row at Settings → Business → Team — open them and go to the Availability tab. What you set there — their working hours, any time off, and their service area — decides when Sophiie can book them and when calls can be transferred to them.

Steps

1. Go to Settings → Business → Team and open the team member. Their drawer opens with three tabs: Details, Access and Availability.
2. Open the Availability tab.
3. Under Working hours, a switch called Use business trading hours is on to start with — the person is available whenever the business is open. Turn it off to set their own days and times. Hours can be different for every person, so part-timers and subbies only get offered jobs on their days.
4. To record leave or holidays, use Time off & unavailability. Each row takes a Reason (e.g. annual leave), the dates, optional times for partial days, and a Repeats picker (it starts at Does not repeat — handy for a regular commitment like every Friday arvo). Click Add time off to add the row.
5. Under Service area, a switch called Use the business service area is on to start with — they cover the same area and postcodes as the business. Turn it off to give this person their own base location and travel distance. Postcodes you don't service are set once for the whole business, at Settings → Business → Business profile. Together with their hours, this drives who Find a time can suggest when you're scheduling a job.
6. Save the drawer.

While someone is on time off, Sophiie knows not to transfer calls to them on those dates, and they won't be offered jobs — so put leave in as soon as it's booked, before Sophiie fills the diary.

Common Questions

How is this different from my business hours?

Business hours (at Settings → Business → Hours) are for the business as a whole. The Availability tab is per person — each team member gets their own hours, area and time off, and Sophiie works within both.

Does Sophiie also check their calendar?

Yes, if they've connected one. Each person connects their own calendar at Settings → Account → Calendar, and events already in it block their availability so Sophiie won't book over them — see "How do I connect my Google or Outlook calendar to Sophiie?".

Who gets picked when several people are available?

That's set per service, not per person — each bookable service has a team step where you choose who can be booked and how Sophiie picks between them (Priority order, Round robin or Least busy). See "How does Sophiie choose which team member gets a job?".

Can I block out part of a day?

Yes — a Time off & unavailability row takes optional times as well as dates, so you can block a morning or an afternoon without writing off the whole day.

Need More Help?

If someone's still being offered jobs on days they don't work, ask Sophiie Assistant in your dashboard first — she can guide you or make the change for you. Still stuck? Email support@sophiie.ai or call +61 7 5620 4640.