What are the Schedule settings on an opportunity?

Configuring Opportunity Settings in Vome

How to access these settings:

Go to the Opportunities module > Click on an opportunity to open the Opportunity Dashboard > Navigate to the Schedule tab > See settings below.

You can also reach the same settings while creating an opportunity, on the Customize step under Schedule.

The settings are grouped into five sections. Each row shows the option currently applied, and you click the row to change it. This article is the map. Each section has its own article covering every setting inside it.

1. User reservation settings

What an approved user can do on their own: see the shifts, reserve them, cancel them, and how many they can take. Also Flexible Schedule, Instant Book, and everything to do with shift requests.

What are the User reservation settings on an opportunity?

2. Scheduling controls

Which shifts users can see and when the door is open: hiding full shifts, the visibility window, the reservation cutoff, pausing reservations, overlaps, and scheduling when the reservation portal opens.

What are the Scheduling controls on an opportunity?

3. Shift series settings

Whether users can commit to a whole recurring schedule in one step instead of reserving shift by shift, whether they can leave it, and how long the commitment lasts.

What are the Shift series settings on an opportunity?

4. Attendance tracking settings

How attendance gets recorded: check-in and check-out availability, tap-to-check-in, GPS proximity validation, auto check-in/out, and when the check-in and check-out portals are open.

What are the Attendance tracking settings on an opportunity?

5. Hour claim settings

Who can claim hours, whether claims are auto-approved, additional hours on top of a logged shift, and what you collect with a claim through a form or a note.

What are the Hour claim settings on an opportunity?

Idea: if you are setting the same policy on many opportunities, use the bulk schedule settings rather than opening each one. The schedule settings report then shows you what every opportunity is currently set to, side by side.

Good to know

None of these settings restrict administrators. You can always reserve, assign, record attendance and log hours on someone's behalf.
They are per opportunity, so two opportunities can run completely different rules.
Custom scheduling, attendance and claim settings need the Pro, Enterprise or Ultimate plan. Receiving hour claims works on every plan.