How do I set up custom service hours? How do I set up custom service hours?

How do I set up custom service hours?

Mike B Mike B

Welcome to the Qtrac Knowledge Base.

This article will guide you through the process of setting up custom service hours for your organization.

 

Step 1: Access Hours of Operation

  1. Navigate to the Manage tab.

  2. Select Hours of Operation from either:

    • The side panel, or

    • The icon in the center of the screen.

Step 2: Choose or Create a Template

  • To edit an existing template:

    1. Hover over the three dots on the right-hand side of the template.

    2. Click Edit.


  • To create a new template:

    1. Click on Add New Template in the top-right corner.

Step 3: Select Services to Apply Custom Hours

  1. Inside the template, click on the Service Hours section to expand it.

  2. Use the multi-select menu to choose the individual services you'd like to customize.

  3. For each service, use the Walk-in and Appointment toggles to select which type you want to define hours for.

Step 4: Define Custom Hours

  1. Flip the toggle to the left of the service name to begin customizing hours.

  2. Select the occurrence type from the dropdown:

    • Daily - Define times for Sunday, Monday-Friday, and Saturday. This option is useful when Monday-Friday share the same schedule.

    • During Date Range - Select a specific range of dates for the location hours.

    • On Custom Date(s) - Set hours for a single, custom date.

    • Weekly - Define hours for each individual day of the week. This option is ideal when location hours vary from day to day.

Step 5: Set Hours for Selected Days

  1. Flip the toggle on for the days you want the service to be available.

  2. Enter the service's hours chronologically by either typing directly into the time field or clicking on the clock to open the time selector.

  3. Click + Add hours to submit the time range. Repeat for any additional timeframes/days.

Step 6: Review and Close

  1. Once all your timeframes have been created, click on the X to close the configurator and see a summary of the configured hours. To re-enter configuration mode click on the pencil icon.

  2. To make changes, click the pencil icon to reopen the editor.

Step 7: Save Changes

  • Repeat the steps above for each service you'd like to configure.

  • When finished, click Update in the bottom-right corner to save your changes.

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.