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Team Management

Staff capacity and dogs at once

Updated

On this page

There are two different things here:

  • Booking limits on each person. These actually stop overbooking.
  • The Staff Capacity page. This is a planning view of skill hours. It does not block bookings.

Booking limits for one person

  1. Sidebar: Team & Payroll, then Team Members.
  2. Open the menu on the person's row and choose Edit Profile.
  3. Find the Booking limits section.

Only owners and managers can change these. Everyone else sees them greyed out.

Dogs at once (1 to 6, default 1). How many different clients' dogs this person can have booked at the same time.

  • Leave it at 1 (one at a time) if you book by the clock and never want appointments to stack.
  • Raise it for someone who works several dogs side by side, such as a bather with a drying station.

Buffer between appointments (None, or 5 to 120 minutes). Time kept clear before and after each of their appointments, for cleanup or a short break. With a 15-minute buffer, an appointment ending at 11:00 means the next one cannot start before 11:15.

Online dogs per day. The most dogs customers can book with this person online in one day. Choose Business default, No limit, or a number. Bookings made by your team do not count and are not limited. The business default is set under Business Settings, then Customer Portal, then Online Booking Limits.

Press Save Changes when you are done.

How the limits work

  • Dogs from the same household booked together count as one. A two-dog family never trips Dogs at once.
  • A service marked Requires Exclusive Attention (in the service's settings) still allows only one client at a time, whatever Dogs at once says.
  • The limits apply everywhere this person is booked:
  • The booking form warns as soon as a time clashes.
  • The calendar refuses to drop an appointment onto a full slot.
  • Online booking only offers times that fit.

Booking on purpose anyway. Owners, and anyone with the Override scheduling conflicts permission, see a Double-book this slot? box instead of a hard stop. Confirm it to book anyway. The same box appears as Book over approved time off? if the person is off that day.

Online booking limits for the whole business

Sidebar: Business Settings, then Customer Portal, then Online Booking Limits. Here you can set:

  • Grace period — lets an appointment run into the next online time by this much without blocking it. With 15 minutes, a 9:00 groom that ends at 10:15 still leaves 10:00 open online.
  • Overlapping online bookings per groomer — or "Same as each groomer's dogs at once"
  • Online dogs per groomer per day

Only an owner or manager can change these.

The Staff Capacity page

Sidebar: Team & Payroll, then Staff Capacity. The page is titled Appointment Capacity. It needs a plan that includes Staff Capacity.

It tracks how many staff hours each kind of work needs against how many you have. It has three tabs.

Skills. Press Add Skill to create a skill such as Grooming or Bathing. Pick a Skill Type (Grooming, Bathing, Front Office or Kennel Technician) and a colour. Each skill has a Weekly Capacity (hours) row. Click a day to set its hours.

Service Mappings. Press Add Mapping to say how many skill hours a service uses. Choose the service, the skill, and a Duration Basis:

  • Pet's Typical Duration
  • Fixed Hours Per Appointment
  • Service Duration × Multiplier
  • Fixed Hours × Number of Pets

Services with no mapping are listed under Unmapped Services.

Utilization. Today's capacity, booked and available hours, then a grid of each skill by day for the next week or two weeks. Colours show how full each day is: under 50%, 50 to 79%, 80 to 99%, and 100% or more.

Use it to spot days that are overbooked for bathers or short on groomers before they happen. To actually stop overbooking a person, use their Booking limits above.

Still stuck after reading this?