Workshop Software lets you set a holiday in your booking diary through your account settings. Adjusting this setting ensures your workflow matches the way your workshop operates. The change takes effect immediately once saved. Follow the steps below to update this setting.
Workshop Software allows you to create a holiday for your workshop in the Booking Diary section. This holiday will make all mechanics unavailable for the day so nothing can be booked. 1. Click on ‘Settings’ from the list of menu options down the left hand side of the screen and then click on ‘Schedule’;
2. Click the action menu (star in the top-right corner) and then click Create Holiday;
3. Input the date you would like the holiday to take place, if you want this date to be blocked out only in your online booking diary to prevent customers requesting a booking on a holiday date make sure the Public Booking Diary only toggle is on ‘No’. Click ‘Save’;
You will see in your schedule calendar the date you have set as a holiday will have all mechanic’s not available. In the below example, we have set the 26th January 2021 as a holiday. as you can see all mechanics have a yellow bar with the times they are not available
In your internal booking diary there will not be a visible sign that the day is marked as a holiday and bookings cannot be made. However if you trying to allocate a booking on that date you will receive a red error banner message saying Mechanic is unavailable during that time period.
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- This feature is also available on the Workshop Software mobile app if you have mobile access enabled on your account.
Frequently Asked Questions
Where do I find this setting in Workshop Software?
Navigate to Settings in the left-hand menu. The specific option is described in the steps above.
Can I change this setting back later?
Yes. This setting can be changed at any time by following the same steps and adjusting the option as needed. Remember to click Save after making your change.
Can customers see this in the online booking diary?
If you have the public online booking diary enabled, customers can book appointments through it. The settings you configure here control what is available in the internal and/or public diary. Check your online booking settings for customer-facing options.
Related Articles
- Add the Online Booking Diary to your instagram bio
- Booking Diary Feature Mobile App
- Booking Diary Setup – What do I need to do before using the diary?