How to Manage Your Availability in the Connecteam Mobile App (with screenshot)
Learn how to manage your work schedule and availability effortlessly using the Connecteam mobile app. This step-by-step guide will show you how to set preferred work hours, mark times you're unavailable, and make adjustments directly from your mobile device.
In this guide, we will walk you through how to manage your "Preferred to Work" times and "Unavailable" times on your Connecteam schedule using the mobile app. You’ll learn how to set your availability, mark times when you're unavailable, and manage recurring schedules. By following these steps, you can keep your schedule accurate and communicate your work preferences effectively.
Let's get started
Open the Connect Team app on your mobile phone. This is the default view of the User's screen, as shown with your username here.
Similarly, when creating a Referral Shift (once Provider Administrative Rights are implemented and you begin adding shifts and jobs to your calendar for the referrals you will be working), make sure it does not overlap with an Unavailable Time or another scheduled shift. If any times conflict, adjust them so that one ends before the next begins.
Example: If you have an Unavailable Time set from 2:00 PM to 6:00 PM, you cannot schedule a Preferred Work time or a Referral Shift that starts anytime between 2:00 PM and 6:00 PM. However, you can schedule one that begins exactly at 6:00 PM, ensuring there is no overlap.
By carefully setting your availability, you’ll avoid conflicts and ensure your schedule remains accurate.
In this view, you will see the days of the week on the provider schedule. Here, you can add your 'Unavailability' or 'Preferred work' times. Click on "My Availability."
Click on the three dots next to the day you want to add your preferences.
Then, you will select either "Mark prefer to work" or "Mark Unavailability."
** We are not using the "Request Time Off" feature **
All the details are the same as in the other procedure guide, enter your Prefer to work "From" and "To" times.
Next, I want to enter a time on Friday 03/07 that I do not want to work.
Click on the three dots next to the day you want to add your next preference.
If you have a repeating preference, such as in this example, I will be making a repeating Unavailable time for the next 3 Friday's between 8:00 am and 12:00 PM.
There are many options here, just play around with them to get the correct repetition needed.
Click "On these days" for specific days of the week
Or Click "End repeat" for "After 3" occurrences.
This will show you the difference between the two kinds of entries.
You will see in Red the days/time you are "Unavailable" and in green the days/time you "Prefer to Work"
Similarly, when creating a Referral Shift (once Provider Administrative Rights are implemented and you begin adding shifts and jobs to your calendar for the referrals you will be working), make sure it does not overlap with an Unavailable Time or another scheduled shift. If any times conflict, adjust them so that one ends before the next begins.
Example: If you have an Unavailable Time set from 2:00 PM to 6:00 PM, you cannot schedule a Preferred Work time or a Referral Shift that starts anytime between 2:00 PM and 6:00 PM. However, you can schedule one that begins exactly at 6:00 PM, ensuring there is no overlap.
By carefully setting your availability, you’ll avoid conflicts and ensure your schedule remains accurate.
You have now learned how to enter your "Prefer to work" preferences and your "Unavailable" preferences.