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Availability Assignments

Advanced scheduling with availability assignments

Availability assignments allow advanced configuration of resource availability by defining recurring weekly patterns that apply over a date range.

What Are Availability Assignments?

Assignments define recurring weekly availability patterns that can be applied temporarily or indefinitely. Unlike exceptions (which target specific dates), assignments define day-of-week based schedules.

They can:

  • Add extra availability (inclusions) - Resource is available during these hours
  • Block out time (exclusions) - Resource is unavailable during these hours
  • Apply for a date range - Or indefinitely if no dates specified

When to Use Them

Common scenarios:

  • Recurring weekly patterns - "Every Wednesday 12-1 PM unavailable for team meeting"
  • Temporary schedule changes - "Extended hours every Saturday for 3 months"
  • Seasonal variations - "Summer hours: Extra availability Mon-Thu evenings"
  • Permanent additions - "Always closed for lunch 12:30-1:30 PM"

Assignments vs. Exceptions

The key difference:

AssignmentsExceptions
Define recurring weekly patternsTarget specific dates
"Every Wednesday afternoon""Wednesday, December 25"
Apply across a date rangeApply to a single date
Can be indefiniteAlways date-specific

Use assignments for: Recurring patterns on specific days of the week

Use exceptions for: One-off changes to specific dates (public holidays, single-day closures)

Creating an Assignment

Assignments are managed from the resource detail page:

  1. Go to Settings → Resources
  2. Click on a resource
  3. In the Availability card, click + Add
  4. Configure the assignment
  5. Save

Assignment Configuration

Type

  • Inclusion - Adds available time
  • Exclusion - Blocks time

Date Range (Optional)

  • Applies from - Start date (optional - leave blank to start immediately)
  • Applies until - End date (optional - leave blank for indefinite)

If both dates are blank, the assignment applies indefinitely.

Weekly Schedule

Define which days of the week and what times this assignment applies. This works like custom availability - set hours for each day.

Example for "Team meeting block":

  • Type: Exclusion
  • Wednesday only: 12:00 PM - 1:00 PM
  • Dates: Blank (applies every week indefinitely)

Title

Give the assignment a descriptive name (e.g., "Summer Extended Hours", "Weekly Team Meeting", "Annual Leave").

How Assignments Stack

When multiple assignments exist on a resource:

  • Inclusions add available time
  • Exclusions remove available time
  • Exclusions take priority over inclusions

Example:

  • Base: Follow Site (Mon-Fri, 9 AM - 5 PM)
  • Assignment 1 (Inclusion): Saturday 9 AM - 1 PM, applies Jun 1 - Aug 31
  • Assignment 2 (Exclusion): Wednesday 12 PM - 1 PM, applies indefinitely

Result:

  • Mon-Tue, Thu-Fri: 9 AM - 5 PM
  • Wed: 9 AM - 12 PM and 1 PM - 5 PM (lunch meeting blocked)
  • Sat: 9 AM - 1 PM (summer only)
  • Sun: Unavailable

Managing Assignments

From the resource detail page:

  • View all assignments - Listed in the Availability card
  • Edit - Click on an assignment to modify
  • Delete - Remove an assignment

Changes take effect immediately and update booking availability.