Planning and availability
What this feature does
Section titled “What this feature does”Vesta’s planning surface helps you build schedules, review availability, define planning rules, and prepare reusable planning data such as teams, tasks, locations, events, occupancy templates, and checklist templates.
When to use it
Section titled “When to use it”Use this area when you need to:
- create or adjust the weekly schedule
- check whether employees are available
- configure the planning rules that affect warnings and scheduling behavior
- manage the reusable building blocks that support planning
Main planning workspaces
Section titled “Main planning workspaces”The live portal includes:
- the planning board for direct schedule work
- teams and tasks in settings
- occupancy templates
- checklist templates
- planning settings
- locations
- events
Tips for smoother planning
Section titled “Tips for smoother planning”- Treat the planning board as the working surface and the settings pages as the rulebook behind it.
- Configure locations and events before scaling planning across multiple branches or services.
- Use occupancy templates and checklist templates to make repeated shifts or service patterns more consistent.
- Review planning settings whenever schedules trigger repeated warnings, especially around availability, hour limits, or employee confirmation expectations.