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Creating Reusable Schedules

Create a schedule based upon your appointment groups for use in your calendar templates.

Kiera Frances Martin avatar
Written by Kiera Frances Martin
Updated over 3 weeks ago

Create calendar schedules to easily apply scheduling blocks onto the calendar, and indicate any groupings or timing restrictions for appointment bookings based on room and clinician availability.

How do I create a schedule?

  1. Visit your clinic settings

  2. Navigate to the "Schedule" tab

    • Here you can view and edit pre-existing schedules, or create a new schedule

  3. Click "+ Add schedule"

  4. Toggle on and off the relevant days for the schedule

  5. Drag and drop your appointment type groups onto the schedule builder

  6. Click "Save changes" and give your schedule a name

  7. Apply your schedule to calendar schedule templates for easy booking!

How do I book appointments using a schedule?

When using a schedule template on the calendar, the schedule selected will be applied and you can easily view resource availability, and click to schedule specific appointments that correspond to the allocated appointment type group.

Read more about using and booking appointments with schedule templates here.

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