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How Opening Hours Work for Customers and Their Impact on Planning

Set customer availability so work orders are planned at the right time, with warnings shown if you go outside their preferred hours.

Shivam Kumar avatar
Written by Shivam Kumar
Updated this week

What Opening Hours Mean

Opening Hours in Wello are the times you set to show when a customer is available for service visits. They act like a schedule inside the customer account. By defining these hours, you make sure that Work Orders (WO) are planned at times that suit the customer.

A few important points:

  • Opening Hours are customer‑specific. Each account can have its own timings.

  • You can set them in two slots per day: Morning and Afternoon.

  • If a day is left blank, it means the customer is available all day.

  • The system does not block planning outside these hours — it only shows a warning so the Service Manager knows the visit is outside the customer’s preferred time.

In short, Opening Hours are a way to respect customer availability while still keeping planning flexible.

Overview:

Let’s say you have a client called Ananya Verma. She is fine with service visits, but only at certain times.

You open her customer account and go to:


Customer Account → Overview → More details → Opening Hours

Now you set her timings like this:

  • Monday

    • Morning: 07:00 to 12:00

    • Afternoon: 16:00 to 23:00

Here’s how the system will treat it:

  • A WO planned at 10:00 → inside opening hours (morning slot).

  • A WO planned at 17:00 → inside opening hours (afternoon slot).

  • A WO planned at 13:30 → outside opening hours (between slots).

  • A WO planned at 23:30 → outside opening hours (after end time).

When planning outside hours, the system will show a warning, but you can still save the WO.

Where you will find Opening Hours

  1. From the Navigation panel, click CRM and select Accounts.

  2. Use the filters on the account page to search for the account.

  3. Select the account in the grid, click the three dot menu icon on it and select edit account.

  4. In the account Overview, Navigate to Opening Hours within the More details section.

  5. Add or update the Opening Hours as required.

  6. Save the changes if applicable.5

Screenshot: Opening Hours panel under More details

What you can set there

For each day, you can put timings in two parts:

  • Morning start and end time

  • Afternoon start and end time

So if the client works in two slots, you can add both.

Example for Monday:

  • Morning: 07:00 to 12:00

  • Afternoon: 16:00 to 23:00

If you leave a day blank, it means no restriction for that day.

How the system checks the time

The system checks the WO time like this: Start time ≤ Planned time ≤ End time

So the WO is treated as “inside opening hours” if it fits in either morning or afternoon slot.

Example:
Morning ends at 12:00 and afternoon starts at 16:00. So any WO between 12:01 and 15:59 is counted as outside opening hours. Same way, anything planned after 23:00 is also outside.

Assign to weekdays / weekends

Instead of entering hours for all days one by one, you can use:

  • Assign to weekdays → same time for Mon–Fri

  • Assign to weekends → same time for Sat–Sun

This is helpful when client timing is same across weekdays or weekends.

What happens in planning

This part is important.

Opening Hours do not stop planning.
They are only meant to show a warning.

So when the assigned Service Manager plans a WO:

  • If WO is inside Opening Hours → nothing is shown

  • If WO is outside Opening Hours → a warning should come

  • Even with warning → WO can still be saved

Meaning:
It is allowed to plan outside hours, but system would alert you. Also, if a day has no hours set, system treats it as: client is available whole day, so no warning will come.


Frequently Asked Questions (FAQ)

Q1. Do Opening Hours block planning?
No. They only show a warning if a WO is outside the set hours.

Q2. What if I don’t set any hours for a customer?
The system assumes the customer is available all day, so no warnings will appear.

Q3. Can I set the same hours for weekdays and weekends?
Yes. Use the “Assign to weekdays” and “Assign to weekends” options to save time.

Q4. What happens if I plan outside Opening Hours?
You’ll see a warning, but the WO can still be saved.


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