How to Request Survey-Based Availability

Create an Availability Request

1. From the left-side menu, click Events, then Survey Availability.

2. Click Create Request for Availability.

3. Enter an Availability Request Name.
   (Example: January Events or a specific event name)

4. Enter the Survey Start Date and End Date.
   (This is when employees can submit availability. The survey must be closed before scheduling.)

5. Enter Instructions.

6. (Optional) Select:

   • Allow Messages (allows staff to message managers within the request)

   • Confirmation Pop-Up (requires employees to confirm before viewing the request)

Select Events

   7. Enter a date range to search for events.

   8. Click Search Events.

   9. Select events using the checkboxes under Event Name.

Choose Availability Collection Method

    10. Choose how availability will be collected:

• All Events Are the Same

• Choose for Each Event

    11. Select a method:

• By Event (available for the entire event)

• By Day (select specific days)

• By Day & Position

• By Day & Time

• By Day, Time & Position

    12. Click Next Step.

Send the Request

   13. Click Create Request for Availability.

   14. Click View This Request.

   15. Send the request:

• Click Send to All Staff, or

• Click Send next to individual employees

Email Support Here With Any Questions