2. Provider User - Adding "Prefer to Work" and "Unavailable" Preferences in Connecteam to your calendar through your mobile devices and desktop.

This guide explains how to manage your “Prefer to Work” (green) and “Unavailable” (red) times in Connecteam, so you can clearly show when you’re available. "Prefer to Work" shifts show when you are open to taking more referral cases, while "Unavailable" shifts are used to block personal appointments or times you do not want to work. Keeping these updated helps prevent conflicts and allows the Referrals department to see open time slots and plan accordingly.

Larry Legler
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28 steps
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4 minutes

Connecteam

Desktop Browser Procedures (Mobile Tips Provided Below)

### Recommended Setup – Use Two Browser Windows for Best Results Before you begin, it is highly recommended to open two browser windows: - **Window 1**: Use this to follow the guide and view screenshots or instructions. - **Window 2**: Use this to log into Connecteam and apply what you're learning in real time. This setup allows you to follow the guide and complete tasks simultaneously, without needing to switch back and forth between tabs or within Connecteam itself. If you only use one browser window, you’ll need to constantly click back and forth between this [Connecteam course guide](https://dl.connecteam.com?l=app/lms/9596643/11298022&j=%7B%22lpid%22%3A%22lms%22%2C%22courseId%22%3A9596643%2C%22forceUserView%22%3Atrue%2C%22contentId%22%3A11298022%2C%22action%22%3A%22goToLmsContent%22%2C%22actionParams%22%3A%7B%22id%22%3A11298022%7D%7D) (where the directions are being shown here) and the **Provider Schedule** (where you’ll be adding your work preference shifts). This can make the guide difficult to follow and slow down your workflow. To avoid this, you can right-click the course link above and choose “Open in new window” so the guide stays open separately while you work. You can also log into multiple Connecteam windows at the same time and see different sections within Connecteam at the same time. Just go to [connecteam.com](http://connecteam.com) and sign in separately in each window. One window can show the procedure, and the other can be used to update your Provider Schedule and work preferences.

**Hint:** For best visibility, align both browser windows side by side on your screen. **On Windows:**\ Open both browser windows. Click the title bar of the first window and press **Windows key + Left Arrow** to snap it to the left side of the screen. Then click the second window and press **Windows key + Right Arrow** to snap it to the right side. **On Mac:**\ Open both browser windows. Hover over the green full-screen button in the top-left corner of the first window and choose **“Tile Window to Left of Screen”** or **“Tile Window to Right of Screen.”** Then select the second window to fill the other half of the screen.

**When you first log into the desktop website:** 1. Navigate to [www.connecteam.com](http://www.connecteam.com). 2. Log in using your mobile number and enter the verification code sent to you.

### **Important Tip for Updating "Prefer to Work" and "Unavailable" Times** To modify previously created "Prefer to Work" or "Unavailable" time entries, you **must** use the **User's View** on the **mobile app**. - This is the default view when you log into the app. - You can return to the default screen by selecting - **"Feed" in the bottom left corner of your mobile screen**. - "**Assets**" to view all your accessible company assets. If you're unable to edit existing entries, you may be using the **desktop version**, which does not currently support these changes.

**How Referral Work Affects Your Availability:** - Referral shifts, which include Names and Visit IDs, are now **scheduled separately** and should no longer be entered as Unavailable Shifts. - Referral shifts should not overlap with your Preferred Work times or Unavailable Shifts. Keep all three categories clearly separated to prevent conflicts and scheduling issues.

**Managing Your Availability on the Mobile App:** - From the **User's View** in the mobile app, tap **Job Scheduling**, and then select **Provider Schedule**. - Tap **"My Availability"** (bottom right) to manage both **Preferred Work** and **Unavailable Times**. - You can add multiple days for each category and edit any previously added availability. - For a full visual guide, see our procedure with screenshots at this link:\ [Mobile Interface Guide](https://www.glitter.io/guides/how-to-manage-your-availability-in-the-connect-team-app).

Click your name, next to your avatar as example below "Larry_User Legler"

You must be in "**User's view**" to access "My availability" to enter your work preferences. \ \ Once you have been promoted to Provider Admin, you can also access this via the **"Admin view"**

Click "Switch to user's view"

Click here to open the sidebar view.

Click "Job scheduling"

Adding "Unavailability" to your Calendar

Click "My availability"

⚠ **Important:**\ To avoid scheduling conflicts and ensure your shifts are entered correctly, please follow the guidelines below: ### General Availability Rules - Make sure your **Preferred Work** times and **Unavailable Times** do not overlap. This can create a **conflict** and may block you from moving forward, depending on your permission settings. - If you have **Provider Administrative permissions**, this restriction no longer applies, but conflicts can still affect how shifts display. **Example:**\ If you set an **Unavailable Time** from **2:00 PM to 6:00 PM**, you **cannot** schedule Preferred Work or a Referral Shift that starts anytime within that range. You **can** schedule one starting at **6:00 PM**, since there is no overlap. ### Referral Shift Entry (For Provider Admins) - When creating a **Referral Shift**, check that it does not overlap with **Unavailable Times**, **Preferred Work**, or other **Referral Shifts**. If there is a conflict, adjust the times so one ends before the next begins. - As a Provider Admin, you can enter more than one shift at the same time in your schedule. However, the system may still flag it as a conflict, which can affect red and green shift displays. To avoid issues, make sure none of your entries overlap. ### Need Help? If you need help entering actual **Referral Shifts** for cases, refer to the administrative guide titled **How to Create and Manage Shifts in Connecteam**. This guide walks through applying shift templates, assigning referrals, adjusting shift times, and attaching required documentation.\ **Link:** <https://www.glitter.io/guides/how-to-create-and-manage-shifts-in-connect-team> By setting your availability carefully, you’ll avoid conflicts and keep your schedule accurate.

Click "**Unavailable**" or "**Prefer to work**"

**Tip:** Use an **Unavailable Shift** to block out time when you do not want to work, need to mark a personal appointment, or plan to take extended time off. You can set it for a single day or repeat it for multiple days, like for a vacation from **2/15 to 2/20**. Add details in the **Notes** field to explain why you are unavailable. Keep in mind that admins and other users may see these notes, so make sure they are clear, relevant, and professional.

In this scenario, click "**Unavailable**" and then enter the date and hours for your unavailable times (e.g., 6:00 AM to 7:00 AM that is repeating from 2/15 to 2/20)

Click here for **Repeat**ing days and enter the appropriate details.

Click here to select 'End repeat' **On** or **After** a certain **number** of occurrences

In this example, I am creating a repeating "**Unavailable"** time from **2/15** to **End on 2/20**.

Click here to change the end repeat date

Click "**Save unavailabity**"

Adding your 'Work Preferences' or "Prefer to Work" to your calendar is identical to above.

Click "My availability"

Click "Prefer to work"

⚠ **Important:** Ensure that your **Preferred Work** and **Unavailable Times** do not overlap, as this will create a **conflict** and prevent you from proceeding. Similarly, when creating a **Referral Shift**, make sure it does not coincide with an **Unavailable Time**, or a conflict will occur. If needed, adjust the timing so one ends before the next begins (e.g., if one ends at 6:05 PM, the next can start at 6:05 PM).\ \ Link to How to Create and Manage Shifts in Connecteam, this is the link for how to enter the actual Referral shifts for cases: <https://www.glitter.io/guides/how-to-create-and-manage-shifts-in-connect-team>

In this scenario enter the date and hours for your work preferences (e.g., 8:00 AM to 8:00 PM that is repeating for the next 10 days)

Type "8am [[tab]]"

Click here to enter **Repeat**ing days

Click "**After**"

Click the number field and change to "**10"** occurrences. This results in 10 days of the same information on each day (e.g. 02/15 to 02/25)

Click "Save work preference"

If you want to verify that you've entered your preferences correctly, double-check by clicking on the week and reviewing the days/times you’ve entered.

You will see in Red the days/time you are "**Unavailable**" and in green the days/time you "**Prefer to Work**"

Click this icon to delete a specific day that you previously marked as **Unavailable** or **Preferred Work**—the process is the same for both. You will then be given the following options for deletion in a pop up, shown next.

**Updating Your Schedule After a Referral has been Resolved - Deleting future shifts.**

If you’d like to replace those occurrences with open availability, you can add **"Prefer to work"** slots the same way unavailability is added. You can also use the **repeat** function to quickly recreate your preferred schedule for the resolved referrals you just deleted. **Note:** There is no automated process to convert unavailability into availability.

Click your choice of **ONE** of the following choices: "Delete this unavailability only" = **delete Just this one occurrence** "Delete all future unavailabilities in this series" = **delete** **This day and all days forward** "Delete all unavailabilities in series" = **delete all in this series, everything you created for this repeating event.**

Click "Delete unavailability"