> ## Documentation Index
> Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Global Availability

Every organization has a specific **schedule** or shifts under which they operate and therefore it is imperative that we manage them accordingly.

<Note>
  **Note:** The option to Manage Global Availability can only be done by the users having **Admin** Profile.
</Note>

* **Topics covered:**
* [How to Manage the Availability](#how-to-manage-the-availability)
* [Creating a New Schedule](#creating-a-new-schedule)
* [Edit Schedule](#edit-schedule)
* [Edit Title](#edit-title)
* [Delete Schedule](#delete-schedule)
* [Clone Schedule](#clone-schedule)
* [Set Schedule as Default](#set-schedule-as-default)

### How to Manage the Availability

To manage Global Availability follow the below mentioned steps:

* Navigate to the**More**  option from left sidebar menu
* **Click on** Meeting Scheduler

<img src="https://mintcdn.com/salesmate/HeLx-SmfVUxyarQT/Screenshot2025-11-18at11.45.13AM.png?fit=max&auto=format&n=HeLx-SmfVUxyarQT&q=85&s=21de7e59375e3fdc8cd3508d9b71f005" alt="mceclip0.png" width="3360" height="2100" data-path="Screenshot2025-11-18at11.45.13AM.png" />

* Under **Actions** on the top right corner select **Manage Global Availability**.

<img src="https://mintcdn.com/salesmate/xItn3hmCKRFfx3eG/meeting-scheduler/availability/images/mceclip01.png?fit=max&auto=format&n=xItn3hmCKRFfx3eG&q=85&s=0be1d499701a5464f1177f23908bb44f" alt="mceclip0(1).png" width="2628" height="705" data-path="meeting-scheduler/availability/images/mceclip01.png" />

Or

* Navigate to the **Profile** icon on the top right corner.
* **Click on the** Setup .
* Head over to the **Misc** category
* Click on **Availability**

<img src="https://mintcdn.com/salesmate/HeLx-SmfVUxyarQT/Screenshot2025-11-18at11.47.35AM.png?fit=max&auto=format&n=HeLx-SmfVUxyarQT&q=85&s=b013937aa620a318086ed5b63bb71381" alt="mceclip1.png" width="3360" height="2100" data-path="Screenshot2025-11-18at11.47.35AM.png" />

<Note>
  **Note:** Currently, this setting is only applicable to the "Meeting Scheduler".
</Note>

### Creating a New Schedule

To create a new schedule, follow below steps:

* Go to the **Manage Global Availability** page.
* Click on the **New Schedule** Button on the top right corner.

<img src="https://mintcdn.com/salesmate/HeLx-SmfVUxyarQT/Screenshot2025-11-18at11.52.32AM.png?fit=max&auto=format&n=HeLx-SmfVUxyarQT&q=85&s=910f1f44eab810945f0098da547c060c" alt="mceclip0(2).png" width="3360" height="2100" data-path="Screenshot2025-11-18at11.52.32AM.png" />

* A pop dialogue box would open up prompting you to provide the **New** \*\*Schedule \*\*Name of the Schedule.
* Hit the **Create** button and your new schedule will be successfully saved.

<img src="https://mintcdn.com/salesmate/xItn3hmCKRFfx3eG/meeting-scheduler/availability/images/mceclip11.png?fit=max&auto=format&n=xItn3hmCKRFfx3eG&q=85&s=ed015f07dbf3e9976b51c28d38acf8fe" alt="mceclip1(1).png" width="1169" height="425" data-path="meeting-scheduler/availability/images/mceclip11.png" />

### Edit Schedule

To edit a specific schedule, follow the below steps:

* Go to the **Manage Availability** Page.
* Select the **schedule** that you wish to edit under the dropdown option.

<img src="https://mintcdn.com/salesmate/HeLx-SmfVUxyarQT/Screenshot2025-11-18at11.52.32AM.png?fit=max&auto=format&n=HeLx-SmfVUxyarQT&q=85&s=910f1f44eab810945f0098da547c060c" alt="mceclip2.png" width="3360" height="2100" data-path="Screenshot2025-11-18at11.52.32AM.png" />

* Once you select the schedule, you will be able to edit the weekly hours and **Date Override** as required.
* Users will get the option to select the **timezone** for the specified weekly hours or the defined time slots.
* There are two views that are visible on the screen:
* [**List View**](#list-view)
* [Calendar View ](#calendar-view)

### List View

* Under the list view, users will be able to define the specified time slots for the weekdays.
* If no timeslot is defined for a particular day, then by default the user will be considered **unavailable** for that day.
* \*\*\*\*Multiple time \*\*\*\*slots can be also be defined for a particular day .
* If there are any overlapping time slots then the availability would be calculated in a continuous manner. For instance, if a user has defined time slots as **9:00 AM to 12:00 PM** and **10:00 AM to 2:00 PM** then the system would consider the availability as **9:00 AM to 2:00 PM**.
* Users can also define the **Date overrides** i.e if they are not available on a particular working day or there are any holidays that need to be defined.
* A pop-up will be shown saying **"** **Changes Saved** " once you update the time slots.

<img src="https://mintcdn.com/salesmate/HeLx-SmfVUxyarQT/Screenshot2025-11-18at11.56.09AM.png?fit=max&auto=format&n=HeLx-SmfVUxyarQT&q=85&s=875864597bd33441378064cb6a49237b" alt="mceclip3.png" width="3360" height="2100" data-path="Screenshot2025-11-18at11.56.09AM.png" />

### Date Override

* To override the date, you can simply click on Add **date override** .

<img src="https://mintcdn.com/salesmate/0W1NA5KYjMo7Y9df/meeting-scheduler/availability/images/mceclip4.png?fit=max&auto=format&n=0W1NA5KYjMo7Y9df&q=85&s=3a3d91851068fd8891769033b0797559" alt="mceclip4.png" width="1812" height="542" data-path="meeting-scheduler/availability/images/mceclip4.png" />

* On clicking, you will be asked to choose the dates for which you would like to override.

<img src="https://mintcdn.com/salesmate/0W1NA5KYjMo7Y9df/meeting-scheduler/availability/images/mceclip5.png?fit=max&auto=format&n=0W1NA5KYjMo7Y9df&q=85&s=d505d543a9d14f84fdb493b037a5e8ba" alt="mceclip5.png" width="1303" height="1217" data-path="meeting-scheduler/availability/images/mceclip5.png" />

* While selecting the dates, the system would show you the availability that you have defined for those days.
* The user can:
* **Add** new time slots
* **Remove** time slots
* In order to make yourself **unavailable** , you can simply remove all the slots.

<img src="https://mintcdn.com/salesmate/0W1NA5KYjMo7Y9df/meeting-scheduler/availability/images/mceclip6.png?fit=max&auto=format&n=0W1NA5KYjMo7Y9df&q=85&s=d3049535e9482cc14abade163b8fc6e4" alt="mceclip6.png" width="1292" height="1219" data-path="meeting-scheduler/availability/images/mceclip6.png" />

* In order to remove the**Date Override**  you can simply click on the **X** icon.

<img src="https://mintcdn.com/salesmate/xItn3hmCKRFfx3eG/meeting-scheduler/availability/images/Screenshot-2023-04-18-at-2.51.43-PM.png?fit=max&auto=format&n=xItn3hmCKRFfx3eG&q=85&s=491968d5aafc60aed1a911420127b4c0" alt="Screenshot_2023-04-18_at_2.51.43_PM.png" width="2476" height="588" data-path="meeting-scheduler/availability/images/Screenshot-2023-04-18-at-2.51.43-PM.png" />

* To**edit**  the date override, the user can simply click on the pencil icon and make the necessary updates.

<img src="https://mintcdn.com/salesmate/xItn3hmCKRFfx3eG/meeting-scheduler/availability/images/Screenshot-2023-04-18-at-2.52.22-PM.png?fit=max&auto=format&n=xItn3hmCKRFfx3eG&q=85&s=2af07a3c037c7cfe947e9c679ef0d33d" alt="Screenshot_2023-04-18_at_2.52.22_PM.png" width="2480" height="586" data-path="meeting-scheduler/availability/images/Screenshot-2023-04-18-at-2.52.22-PM.png" />

* Select the relevant date and time slots and hit **update** .
* In case the user does not select any time slots, the system will consider them as **unavailable** for those dates.
* All the dates would be shown individually under the date override section even if the user has selected multiple dates.

### Calendar View

* The calendar would be shown in a **monthly** fashion by which the user would be able to see the **availability** on specific days .
* If the user is **not available** then **no slots** would be shown on that **specific date**.
* If the slots on a specific day do not contain any date override, then they will be denoted by a **grey** **dot** on the calendar
* If the slots on a specific day do contain date override, then they will be denoted by an **orange dot**.
* Users can also **edit** the time slots under the calendar view by simply **clicking** on any block/day, similar to the list view.
* Any changes made are **saved** in real-time.

<img src="https://mintcdn.com/salesmate/HeLx-SmfVUxyarQT/Screenshot2025-11-18at12.05.25PM.png?fit=max&auto=format&n=HeLx-SmfVUxyarQT&q=85&s=314c3ddf16681d1230718b3075e72059" alt="mceclip7.png" width="2914" height="1520" data-path="Screenshot2025-11-18at12.05.25PM.png" />

### Edit Title

To edit the title of the schedule, follow the below steps:

* **Navigate to the** Profile icon on the top right corner.
* **Click on the** Setup .
* **Head over to the** Misc category
* **Click on** Availability
* Select the required schedule for which you wish to **Edit the Title** from the dropdown.

<img src="https://mintcdn.com/salesmate/HeLx-SmfVUxyarQT/Screenshot2025-11-18at12.08.13PM.png?fit=max&auto=format&n=HeLx-SmfVUxyarQT&q=85&s=81f85f32a7d03417c9c1bcf41cb1a8e4" alt="mceclip8.png" width="2906" height="723" data-path="Screenshot2025-11-18at12.08.13PM.png" />

* **Click on** Actions and select
* **Edit title**.
* Once you click on Edit title, a pop-up dialogue box would open up prompting you to edit the title.
* **Hit** Update to save the changes.

<img src="https://mintcdn.com/salesmate/xItn3hmCKRFfx3eG/meeting-scheduler/availability/images/mceclip10.png?fit=max&auto=format&n=xItn3hmCKRFfx3eG&q=85&s=ac403122311c3807f153300007bca8d1" alt="mceclip10.png" width="1260" height="430" data-path="meeting-scheduler/availability/images/mceclip10.png" />

### Delete Schedule

In order to delete a schedule, follow the below steps:

* **Navigate to the** Profile icon on the top right corner.
* **Click on the** Setup .
* **Head over to the** Misc category
* **Click on** Availability
* Select the **schedule** from the list under the dropdown.
* **Once you select a schedule, click on** Actions and choose the option to **Delete**.
* Confirm the pop-up message to delete.

<img src="https://mintcdn.com/salesmate/HeLx-SmfVUxyarQT/Screenshot2025-11-18at12.18.24PM.png?fit=max&auto=format&n=HeLx-SmfVUxyarQT&q=85&s=8433d115cc06b968a9e429b200bd4234" alt="mceclip11.png" width="2939" height="971" data-path="Screenshot2025-11-18at12.18.24PM.png" />

* Please note, any records associated with this schedule will be set to custom availability with these hours.

### Clone Schedule

To Clone the schedule, follow the below steps:

* **Navigate to the** Profile icon on the top right corner.
* **Click on the** Setup .
* Head over to the **Misc** category
* **Click on** Availability
* Select the **schedule** from the list which you wish to clone under the dropdown

<img src="https://mintcdn.com/salesmate/HeLx-SmfVUxyarQT/Screenshot2025-11-18at12.21.21PM.png?fit=max&auto=format&n=HeLx-SmfVUxyarQT&q=85&s=0ad6de1aef1b8d150b78123acb561a04" alt="mceclip14.png" width="2909" height="789" data-path="Screenshot2025-11-18at12.21.21PM.png" />

* Click on **Actions** and select **Clone**
* A pop-up box would open up prompting you to write the name of the new schedule
* **Click on** Create to save the new Schedule.

<img src="https://mintcdn.com/salesmate/0W1NA5KYjMo7Y9df/meeting-scheduler/availability/images/mceclip15.png?fit=max&auto=format&n=0W1NA5KYjMo7Y9df&q=85&s=f6d964bb482e3ec67e6b751039a60ef7" alt="mceclip15.png" width="1242" height="431" data-path="meeting-scheduler/availability/images/mceclip15.png" />

### Set Schedule as Default

To set the schedule as **Default**, follow the below steps:

* **Navigate to the** Profile icon on the top right corner.
* **Click on the** Setup .
* **Head over to the** Misc category
* **Click on** Availability
* Select the **schedule** for which you wish to set it as **Default** from the dropdown.
* **Click on** Actions and select
* **Set as default**.

<img src="https://mintcdn.com/salesmate/HeLx-SmfVUxyarQT/Screenshot2025-11-18at12.23.19PM.png?fit=max&auto=format&n=HeLx-SmfVUxyarQT&q=85&s=83abc298429ae8ad5dcf2d74de312ab6" alt="mceclip13.png" width="2945" height="842" data-path="Screenshot2025-11-18at12.23.19PM.png" />
