How to Create a Team Member Exception

Modified on Mon, 2 Oct, 2023 at 11:37 AM

What is a Team Member Exception?

A Team member exception is any exception to an individual team member’s schedule of availability. Examples of an exception would be: scheduled breaks, vacations, personal time off, etc.

Things to Consider:

It is not necessary to input a team member exception if it lines up with any future dates the business is not in operation.
If the team member does not perform one-on-one services, it is not necessary to input their exceptions as it does not impact scheduling.

Step-by-Step

From your dashboard, click the menu icon in the top left corner next to the fitDEGREE logo
Within the menu options click “One-on-One”
Within the one-on-one availability window a calendar for the week will populate on the screen.
Prior to beginning the process of setting an availability, ensure you switch your calendar to the proper team member. To do this, click the drop-down below “viewing schedule for” on the left hand side of your screen and select the team member whose schedule you would like to update
Click the plus sign in the top right corner next to the calendar icon
A tab will pop up that reads “Create a…” and underneath it will read: appointment, availability, team member exception, and global exception. Click Team Member Exception
In the tab that is titled “Create Exception” indicate whether this is a repeating exception or a one time exception
Following this, input the start and end time of the exception
If the exception will not repeat forever, click into the date range field and a calendar will appear. Select a date range by clicking the start and end dates on the calendar.
Following this, click the days of the week which you would like this availability to be listed
Once finished click the green “save” button and this will be added to your availability calendar

Things to Note:

When creating your exception on a date range, if there are any dates within this range that your team member is available that otherwise would be marked as an exception, that is okay, there is a solution for this! After selecting your time and date range there is wording under the list of the days of the week that reads “x occurrences” with “View” next to it and “Includes x exceptions” with “Edit” next to it. Click on either “View” or “Edit” and select the days that you do not wish to be included in the Team Member Exception. Once done click the blue “Confirm” and then the green “Save.”