Work Schedule
The Work Schedule setting lets you tell Sophie which days of the week you work. Sophie uses this to control when My Day generates tasks for you. If a day is not on your work schedule, Sophie will skip generating tasks for you on that day.
Why it matters
Every team member has a different schedule. Some staff work Monday through Friday, others work part-time, and some come in on Saturdays. Without a work schedule, Sophie would generate daily tasks for you every day of the week -- even on your days off. Setting your schedule means you only see tasks on the days you actually work.
How to set your work schedule
- Go to Settings from the sidebar.
- Select the Preferences tab.
- Find the Work Schedule section.
- You will see a row of buttons for each day of the week: Mon, Tue, Wed, Thu, Fri, Sat, and Sun.
- Click a day to toggle it on or off. Days that are highlighted are working days. Days that are dimmed are days off.
- Click Save to apply your changes.
Your schedule is saved to your profile and takes effect immediately.
Default schedule
If you have not configured a work schedule, Sophie defaults to Monday through Friday. Saturday and Sunday are off by default. This matches a typical dental practice schedule, but you can change it at any time.
How it affects My Day
My Day is the feature that generates your daily task list based on assigned SOPs and their schedules. Here is how your work schedule interacts with it:
- On a working day, My Day generates tasks for you as normal.
- On a non-working day, My Day does not generate any tasks for you. You will not see tasks for that day, and nothing is skipped or missed -- those tasks simply are not created for days you are not in the office.
This keeps your task list clean and relevant. You will never log in on a Monday morning to find a pile of tasks from Saturday and Sunday that do not apply to you.
Examples
Here are some common schedules and how to set them up:
- Standard full-time (Mon--Fri): Leave the default as-is. Monday through Friday are on, Saturday and Sunday are off.
- Part-time, three days a week (Mon/Wed/Fri): Turn off Tuesday and Thursday. Leave Monday, Wednesday, and Friday on.
- Four-day work week (Mon--Thu): Turn off Friday, Saturday, and Sunday.
- Includes Saturdays: Turn on Saturday in addition to your weekday schedule. This is common for practices with Saturday hours.
- Alternating schedules: Set the days you work most consistently. If your schedule changes week to week, update it as needed.
A note about office hours
Your personal work schedule works alongside the office hours set for your practice at the workspace level. Office hours define the days and times the practice itself is open.
If the practice is closed on a particular day (for example, the office is closed on Sundays), Sophie will not generate tasks for anyone on that day -- regardless of individual work schedules.
In other words, both conditions must be true for tasks to appear:
- The day is on your work schedule.
- The practice is open that day according to office hours.
Quick reference
| Setting | Where to find it |
|---|---|
| Your work schedule | Settings > Preferences > Work Schedule |
| Office hours (practice-wide) | Settings > General (managed by an admin) |
| Default if not configured | Monday through Friday |
| What it controls | Whether My Day generates tasks for you on a given day |