Setting a user schedule for each provider will display provider availability on the Schedule and the online scheduling site.
A provider must have a user schedule set for patients to book appointments with them using the patient-facing scheduler.
Here’s how to set user schedules for each provider:
1) Navigate to the profile icon in the top right corner and select Clinic settings.
2) Navigate to the Users tab.
3) Locate the provider for whom you want to set a schedule and click Schedule within that provider's row.
4) Input the provider’s hours and location.
💡Pro tip:
Have lunch hours? Use the green + icon to add multiple sets of hours to one day!
5) Input any Date overrides.
- Setting a date override will grey-out provider availability on the Schedule and prevent scheduling during that time on your online scheduling site.
6) Remember to hit Save!
💡Pro-tips:
- Use the Copy icon to copy the hours you've input for one day to other days.
- Use the Add icon to add an additional set of hours for one day. (Morning and afternoon hours, for example).
- Use the Trash icon to remove a set of hours from a day.
Notes!
- Patients cannot book a provider on the online scheduling site if a provider does not have a schedule set.
- Users will still be able to book appointments on the Schedule for providers who do not have a schedule set.
Watch a video demonstration below: