How to Review Team Availability Before Accepting a Visit

Check working hours, unavailable blocks, existing assignments and travel before offering a team Visit, with a layered availability review example.

Daylane week schedule with field Jobs, Customers and service Locations
A real Daylane schedule with sanitised fictional example data.

Review availability in layers: usual working time, dated exceptions, existing Visits and the journeys between them. A person can be inside working hours and still unable to attend a proposed Job. Confirm every required participant before offering a shared Visit.

Start with hours and exceptions

Daylane's team member page shows Recurring Availability and Unavailable time. Owners and schedulers can edit working days and start/end times or add dated unavailable blocks. A team member can view their own availability but does not use those management controls.

Illustrative four-layer availability checkScroll for more columns →
LayerExampleEffect
Usual hours08:00–16:00Proposed work must be reviewed within the day
Unavailable block12:00–13:00Lunch-period appointment removes that time
Existing Visit10:00–11:00Cannot assume the hour is free
Travel25 minutes after the Visit11:00 departure does not allow 11:00 arrival elsewhere

Compare all assigned people

For a two-person Visit, repeat the check for both people. A business-wide empty space does not establish individual capacity. Use the team schedule to compare the day and inspect the actual Visit details where needed.

When custom availability is not set, Daylane uses the business's ordinary weekday hours as the baseline. Confirm that this matches the person's real arrangement rather than assuming a default is an agreed roster.

Treat warnings as a decision prompt

Review warnings about unavailable time, outside-hours work, assignment overlap or travel. If an exceptional arrangement is workable, record the checked reason where the scheduling form requires it. Do not use an override as a substitute for contacting the person.

After saving, verify the time and assignment in the current schedule. Confirm the customer-facing arrangement only after the required people and site access have been checked.

Keep personal unavailability separate from customer bookings

Sources and scope

An original operational guide from the Daylane team at Blu Mint Digital. Scenarios, durations and message wording are illustrative planning examples, not customer results or industry benchmarks. Product references were checked against the Daylane implementation on 5 September 2026. Adapt the workflow to your service, customer agreements and working conditions.

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