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Set up time off categories and allowances
Set up time off categories and allowances

Create new categories, set allowances for your team

Phoebe Davis avatar
Written by Phoebe Davis
Updated over a week ago

Find out here how to make changes to your time off set up!


How to create different categories of time off.

Open the menu and go to HR and Team management.

Go to the Time off allowances tab.

If you scroll down you can click on "Add new category" as you see here.

Choose a name, select the colour you want it to appear in the calendar, select if you would like this included in 'working' hours and set the default allowance.

Next just press save on the right hand side when you are happy with your choice!


🚨 IMPORTANT - The default number of hours in a working day is 9 hours. If a stylist books “all day” off - this will count as 1 day (9h), irrespective of the number of available hours in the day that they actually booked off

If you need your default hours in a day changed please contact the Customer Support team via Live chat.


How to set allowances for time off categories.

On the time off page just scroll down until you can see the section 'Time off allowances per staff member'. Here you can add individual allowances.

Just click the box and type the number. If you click anywhere outside of the box you will see 'allowance saved' at the top of the screen, it saves automatically.

If you'd like to update the allowances for all stylists for a time off category then you can set a "default allowance" in the category table at the top of the page!

Updating the default allowance will automatically populate the stylist allowance table below.

You can also update allowances for stylists individually, by editing the stylist allowance table directly.

Setting the time-frame for allowances

You can also change whether usage vs the allowance should be tracked over a calendar year or the UK tax year by selecting it here on the allowances table.

If you want to add a custom time off year, please reach out to customer support via the chat bubble


How can I create time off that counts as hours worked?

If you want to use time off to block time out in the calendar to prevent bookings being made, but don't want it to reduce the hours worked for that staff member, you can select a time off category to be included in the working hours calculation.

We have already set up "busy time" to be used like this - if you need to block out time without clients coming in to sort out the stock room or do some admin. If you want to create a new category - maybe for staff meetings - that still counts as hours worked then tick that box when making it!

The "Include in working hour" feature gives you full control and allows you to track the time off.

One example: If a trainee has a 2-hour training session every week, but doesn't want to take bookings in that time slot.

In such a case, You may decide to count that time as a working hour, since the trainee is still engaged in activities that will contribute to their professional development.

So, to summarize - when the "include in working hours" option is ticked, any type of time off work will be considered as working hours in the "hours worked" calculation.

This can be particularly useful when the staff is engaged in activities that are related to their job, even if they are not physically present at work or simply do not want to take bookings during that time


How does this work with half days?

If you want to track half days, our reports can accommodate that. If a stylist books half a day off, or even multiple, smaller blocks that amount to half a day, we will show this in both the booking window and the report:


How can I view my time off report?

EASY! Simply click the 'View Time off report' button here from the top of the page.

Want to learn more about the time off report? Click here.


🚨 IMPORTANT - The default number of hours in a working day is 9 hours. If a stylist books “all day” off - this will count as 1 day (9h), irrespective of the number of available hours in the day that they actually booked off

If you need your default hours in a day changed please contact the Customer Support team via Live chat.


If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!

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