FeaturesScheduling

Clerical · Scheduling

The week, at a glance — for the whole team.

Switch between day, week, and staff views in one click. Set working hours once, plan around holidays and time off, and let Clerical keep every chair, room, and station free of double-bookings.

Three views, one calendar

See the day, the week, or the person.

Every view reads from the same live calendar, so a change in one shows up everywhere — instantly.

01 · DAY

Day view

A focused timeline of today with a live “now” marker — perfect for the front desk at opening.

02 · WEEK

Week view

All seven days side by side to spot busy stretches, open gaps, and room for one more booking.

03 · STAFF

Staff view

One column per team member, with working hours and breaks shaded, so you can see who is free right now.

Week view

Plan the whole week before Monday starts.

Color-coded by team member, the week view shows exactly where demand is building. Spot an empty Thursday afternoon early and fill it — or see a packed Saturday coming and adjust shifts in time.

  • Color-coded by staff — know who is booked at a glance.
  • Closed days and short days shaded automatically from your hours.
  • Drill into any day with a single click.
Product preview Illustrative — sample data.

Day & staff views

Today, by the minute — and by the person.

The day view lines up every team member side by side against a live clock. Working hours, breaks, and off-shift time are shaded, so the front desk can answer “who can take a walk-in?” in a second.

  • Live “now” line keeps the whole team on time.
  • Shifts and breaks shaded straight from the Shift Manager.
  • Filter to one person for a personal day sheet.
Product preview Illustrative — sample data.

Shift Manager

Set working hours once. Reuse them every week.

Give each team member a Full Day, Morning, Afternoon, Custom hours, or a Day Off with a single tap. Add breaks, then copy the whole week forward or save it as a template for your busy season.

  • Five shift types — Full Day, Morning, Afternoon, Custom, and Day Off.
  • Breaks built in, so nobody gets booked through lunch.
  • Copy a week to the next in one click.
  • Templates for regular weeks, holiday weeks, and peak season.
Product preview Illustrative — sample data.

New Copilot, powered by Grok Bot

Or skip the clicking — just tell Copilot.

Shifts, time off, bookings, and reschedules can all be handled by chat. Copilot reads your schedule, makes the change inside Clerical, and shows you the plan before it applies anything.

Nothing changes until you confirm. Existing appointments are never moved without asking.

Buffer times

Room to breathe between appointments.

Some services need a reset — processing time, a room turnover, a fresh station. Buffer times add that padding automatically, so your team never runs late and clients never wait.

  • Buffer after any service — 5, 10, 15 minutes, or custom.
  • Per-service rules, so color gets more time than a trim.
  • Respected by online booking — clients only see truly open slots.
Product preview Illustrative — sample data.

Holidays & time off

Close for the holiday. Approve the vacation. Done.

Mark business-wide holidays and individual time off on one calendar. Those hours disappear from booking automatically, so nobody books Thanksgiving morning and nobody books Priya while she is away.

  • Business holidays close the whole calendar in one step.
  • Team time off — full days, multi-day trips, or half days.
  • Booking stays accurate — closed time is never offered to clients.
Product preview Illustrative — sample data.

Conflict-free booking

Double-booking, designed out.

Whether a booking comes from the front desk or a client online, Clerical checks it against appointments, working hours, breaks, and time off before it is saved. If a time is taken, you see the next open slots instead of an apology call later.

  • Every booking checked against the live calendar — desk or online.
  • Instant alternatives when a time is already taken.
  • Hours, breaks, and time off respected automatically.
Product preview Illustrative — sample data.

Works with the rest of Clerical

Your schedule is the center of everything.

See it live

Bring your real week. We will build it with you.

In a live demo we will set up your team, shifts, and services in Clerical and show you how a busy Saturday looks — before you commit to anything.