Getting Started

Introduction

Welcome to the BookYourPTO documentation.

BookYourPTO is an all‑in‑one leave, time tracking, expense, and document management platform for modern teams. It is available as a free, open‑source Community Edition you can self‑host, and as a managed Cloud service with Pro, Business, and Enterprise plans.

Editions

Community Edition (Free & Open Source)

The Community Edition is completely free and open source. Self‑host on your own infrastructure with Docker and retain full control over your data. Includes leave management, time tracking, expense claims, document storage, and calendar integrations for up to 3 users.

Cloud Plans (Pro, Business & Enterprise)

For teams that want a managed experience without infrastructure overhead, BookYourPTO Cloud offers additional capacity, advanced features, and priority support. Plans start at $29/month and scale with your team.

View full pricing →

Try BookYourPTO

Sign up for a free account or start a trial at app.bookyourpto.com.

GitHub Repository

View the source code, open issues, and contribute to the project.

Self‑Host Installation

Install the Community Edition on your server using Docker.

Get Started on Cloud

Sign up for a Pro, Business, or Enterprise plan.

Key Features

BookYourPTO includes a rich set of features across all editions:

  • Leave Management: 21+ leave types, flexible durations (full, half, quarter‑day), automatic balance calculations, and carry‑forward policies.
  • Time Tracking: Built‑in timer, billable hours tracking, and project‑based time logging.
  • Expense Management: Submit expense claims, scan receipts, and manage approval workflows.
  • Document Storage: Upload, organize, and search documents with OCR support and e‑signatures.
  • Approval Workflows: Multi‑level approvals (Manager → Department Head → HR) with notifications and audit trails.
  • Calendar & Holidays: Visual team calendar, public holiday support, and Google Calendar / Outlook integrations.
  • Role‑Based Access Control: Fine‑grained permissions for admins, managers, and employees.
  • Reports & Exports: Built‑in reporting with CSV/PDF exports; custom reports on Business and Enterprise plans.
  • Security & Compliance: GDPR‑friendly, encrypted data, audit logging, and Auth0/OIDC integration on higher plans.

Use the rest of this documentation to learn how to install, configure, and use BookYourPTO for your organization's needs.