Configure Schedules

Access Calendar Settings

1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
2. Click Calendar Settings. The Calendar Settings page opens.

Configure Schedules

Before proceeding, verify the provider and staff office hours are configured.

1. Click Schedules. The Schedules page opens.
2. Manage a provider or staff schedule:
   1. To configure a provider's schedule, click the edit icon. The Schedules - Provider page opens. 
   2. To configure a staff's schedule, click on the Staff tab. Then, click the edit icon. The Schedules - Staff page opens. 
      Note: Staff members must be created in Scheduling Resources before Schedules can be configured.

Add Time Slot

1. Click Add Time Slot. The Add Time Slot pop-up window opens.
2. Add Details:
   1. Name: Enter the time slot name that displays on the calendar.
   2. Color: Click and select a color to highlight the time slot on the calendar.
       Tip: If applicable, specify a color using RGB (e.g., 0, 73, 82), HSL (e.g., 187, 100%, 16%), or HEX (e.g., #004952). Click the color mode to change the mode and enter the color value or code.
      Note: Multiple clicks may be required to display the applicable color mode.
   3. Start Date: Click to select the time slot start date.
   4. Start Time and End Time: Click to select the start and end time for the time slot.
   5. Reoccurrence: By default, Does not repeat is selected. If applicable, click to select a different pre-set recurring schedule (Daily (Mon - Fri), Weekly, Every other week, Monthly, or Annually) or set a Custom recurring schedule.
      Note: The day of the week and month is based on the Start Date of the time slot.
      • Ends: If applicable, click to select when the time slot ends, Never or On a specific day.
      • If custom is selected, select how often the time slot repeats weekly, the days the time slot repeats, and when it ends (never or on a specific day). Then, click Done.
   6. Service Location: If applicable, click to select a service location to associate to the time slot.
   7. Block Schedule: Click to select the option to block appointments from being created during this time slot.
3. Click Save when finished. The Schedules page opens and the time slot displays on the calendar.

Edit or Delete Time Slot

1. Click the more option icon and select Edit. The Add Time Slot pop-up window opens.
   • To delete the time slot, select Delete. Then, click Delete on the confirmation pop-up window.
2. Make applicable changes:
   • Name: Update the time slot name that displays on the calendar.
   • Color: Click and select a different color to highlight the time slot on the calendar.
      Tip: If applicable, specify a color using RGB (e.g., 0, 73, 82), HSL (e.g., 187, 100%, 16%), or HEX (e.g., #004952). Click the color mode to change the mode and enter the color value or code.
     Note: Multiple clicks may be required to display the applicable color mode.
   • Start Date: Click to select a different time slot start date.
   • Start Time and End Time: Click to select the start and end time for the time slot.
   • Reoccurrence: Click to select a different pre-set recurring schedule (Does not repeat, Daily (Mon - Fri), Weekly, Every other week, Monthly, or Annually) or set a Custom recurring schedule.
     Note: The day of the week and month is based on the Start Date of the time slot.
     • Ends: If applicable, click to select when the time slot ends, Never or On a specific day.
     • If custom is selected, select how often the time slot repeats weekly, the days the time slot repeats, and when it ends (never or on a specific day). Then, click Done.
   • Service Location: Click to select a different service location to associate to the time slot.
     • To remove the associated service location, click to select None.
   • Block Schedule: Click to select the option to block appointments from being created during this time slot.
     • To allow scheduling, click to clear the option.
3. Click Save when finished. The Schedules page opens and the time slot updates on the calendar.

Add Break

1. Click Add Break. The Add Break pop-up window opens.
2. Add Details:
   1. Name: By default, Break is enter as the name. If applicable, update the break name that displays on the calendar.
   2. Start Date: Click to select the break start date.
   3. Start Time and End Time: Click to select the start and end time for the time slot.
   4. Reoccurrence: By default, Daily (Mon - Fri) is selected. If applicable, click to select a different pre-set recurring schedule (Does not repeat, Weekly, Every other week, Monthly, or Annually) or set a Custom recurring schedule.
      Note: The day of the week and month is based on the Start Date of the time slot.
      • Ends: If applicable, click to select when the time slot ends, Never or On a specific day.
      • If custom is selected, select how often the break repeats weekly, the days the break repeats, and when it ends (never or on a specific day). Then, click Done.
   5. Block Schedule: By default, the option to block appointments from being created during this break is selected. 
      • To allow scheduling, click to clear the option.
3. Click Save when finished. The Schedules page opens and the break displays on the calendar.

Edit or Delete Break

1. Click the more option icon and select Edit. The Edit Break pop-up window opens.
   • To delete the break, select Delete. Then, click Delete on the confirmation pop-up window.
2. Make applicable changes:
   • Name: Update the break name that displays on the calendar.
   • Start Date: Click to select a different break start date.
   • Start Time and End Time: Click to select the start and end time for the time slot.
   • Reoccurrence: Click to select a different pre-set recurring schedule (Does not repeat, Weekly, Every other week, Monthly, or Annually) or set a Custom recurring schedule.
     Note: The day of the week and month is based on the Start Date of the time slot.
     • Ends: If applicable, click to select when the time slot ends, Never or On a specific day.
     • If custom is selected, select how often the break repeats weekly, the days the break repeats, and when it ends (never or on a specific day). Then, click Done.
   • Block Schedule: If applicable, click to clear the selection to allow scheduling or click to select the option to block appointments from being created during this break.
3. Click Save when finished. The Schedules page opens and the break displays on the calendar.