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. Click on a provider or staff name. The schedule page opens.

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: To enter a custom color, enter the hex color code (e.g., 004952) or RGB color code (e.g., 0, 73, 82).
   3. Start Date: Click to select the time slot start date.
   4. From and To: Click to select the start and end time for the time slot.
   5. 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.
      • 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. Ends: Click to select when the time slot ends, Never or On a specific day.
   7. Service Location: If applicable, click to select a service location to associate to the time slot.
   8. 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: To enter a custom color, enter the hex color code (e.g., 004952) or RGB color code (e.g., 0, 73, 82).
   • Start Date: Click to select a different time slot start date.
   • From and To: Click to select a different 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.
     • 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.
   • Ends: Click to select when the time slot ends, Never or On a specific day.
   • Service Location: Click to select a different service location to associate to the time slot.
     • To remove the associated service location, click to select - Select a Location -.
   • 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: Enter the break name that displays on the calendar.
   2. Start Date: Click to select the break start date.
   3. From and To: Click to select the start and end time for the break.
   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.
      • 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. Ends: Click to select when the break ends, Never or On a specific day.
   6. Block Schedule: 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.

Edit or Delete Break

1. Click the more option icon and select Edit. The Add 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.
   • From and To: Click to select a different start and end time for the break.
   • 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.
     • 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.
   • Ends: Click to select when the break ends, Never or On a specific day.
   • Block Schedule: Click to select the option to block appointments from being created during this break.
     • To allow scheduling, click to clear the option.
3. Click Save when finished. The Schedules page opens and the break displays on the calendar.