Set up schedule policies

Set the timezone, calendar grid, work hours, arrival window and planning rules for the selected branch, and the view the Schedule opens in.

In the sidebar, open Settings, then choose Schedule Policies under Scheduling. The page address is /settings/org/schedule. The page heading reads Schedule settings.

Before you start

• Everything under Organization schedule applies to the branch selected in the top bar; Organization scheduling defaults at the bottom apply to the whole organization.
• Your role needs the schedule settings permission to change anything. Without it the page opens read-only.
• There is no save button: Changes save automatically.

Steps

1. Under Organization schedule, set the Timezone, or leave the organization default.
2. Set Default slot size (minutes) by typing a number or pressing a chip (5 to 60). This is the grid spacing and snap step on the Schedule.
3. Set Time picker steps on the Schedule (minutes) the same way. This is the step between times in the time pickers on a visit.
4. Turn Allow overlaps on to let two visits share a time on one person's calendar. Nova only warns.
5. Turn Move arrival window with appointment on so the customer's window shifts when you move a visit.
6. Under Arrival window for new jobs, pick how wide a window the customer is told when a work order first gets a time. None (exact time) gives the exact start. Each work order can still change it.
7. Under Work hours, set a start and end time for each day. Press Close day on days you do not work; a closed day shows Closed.
8. Under Scheduling policies, set Service template default: Use template starts every new work order from a service template, No template starts it blank.
9. Under Work order calendar title, pick how a visit is named on the Schedule when the dispatcher leaves the title blank. Custom opens a Custom title template field.
10. At the bottom, under Organization scheduling defaults, choose where the Schedule opens (see below), then set Start of week and Default list page size, and switch Show business hours only and Show week numbers on or off.

Note: Auto-adjust end time when start time changes sets a visit's end a fixed number of minutes after its start (60 by default). New schedule start-time auto-adjust picks the time a new visit is offered first.

Where the Schedule opens

Calendar opens in (computer) and Calendar opens in (phone) each offer Month, Week, Work week, 3 day and Day; both start on Month. A narrow screen uses the phone choice. Anyone can switch views on the Schedule; the choice lasts for that visit, and next time the Schedule opens on the view set here. Saved views keep filters and display options, never the view.

What you see

• Conflict policy (internal) and Conflict policy (non-privileged) decide what happens when a booking clashes: Block refuses it, Allow with override lets people with override permission go ahead.
• Enable multi-slot plans, Enable capacity pools and Enable manual plan commit turn on planning features. Some show "Requires the ... entitlement" when your plan does not include them.
• Scheduling setup warnings links to whatever is missing: resources, a crew or a capacity pool.
• The Time Off & Availability card links to Open availability admin and Calendars & closures.

If something looks different

• Fields are greyed out: your role can view but not change schedule settings. Ask your admin.
• Schedule colors is missing or read-only: see Set schedule colors.
• Lodging policies appears only when lodging is included in your plan.
• Holidays and shutdown days are not set here. See Add a holiday calendar and Add a closure.

Open Schedule Policies