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How can I set weekly shifts for my Closers and Setters?

Learn how to adjust Availability for your Closers and Setters in case you want them to work in shifts

Updated over a month ago

You can easily set this up by combining Standard availability and Date override availability. Here's how to do it:

  1. Navigate to AI Scheduler → Availability page

  2. Select a user from the top AI Scheduler filter
    (available for users with Super Admin and Sales Manager permissions)

  3. Select a user and set availability for one week on standard availability on the left

  4. Save changes and click on the "Add Date Override" button and set availability for every other week

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