Hard and soft bookings

Hard bookings

Hard bookings are those that cannot be booked on top of, useful for non-booking times such as lunch or meetings.

If a booking does need to happen during a lunch break, manually edit the hard booking.

Right click to open the details, adjust the time, click ok. Drag and drop the hard booking to create the space as required.

To delete a hard booking, right click on it within the schedule, the same detail window opens, click on delete.

If only needing to edit, make the time, color, notes adjustments and click ok.

Soft bookings

Soft bookings are those that can be booked on top of, they are useful to guide when specific appointments should be booked. Soft bookings also have asterisks on either side of the description.

When an appointment is booked on top of a soft booking, it will default to that appointment type, for example a full medical.

This appointment can be changed in this appointment detail window if booking something different, it will not affect the schedule.

Click here to learn how to build a schedule template with hard and soft bookings built in.

To create or edit a soft booking on the schedule, click default from the toolbar, highlight the slot to edit, select from the dropdown, or leave blank, select a color or the practitioners background color, and click apply. This will change this soft booking entry to the new selected options.

To delete a soft booking, click the default from the toolbar, highlight the slot to remove, click apply, this will return the slot to the practitioner schedule color, with nothing noted in there.

To make larger scale edits to soft booking, review the building a new schedule article.

Creating a new hard or soft booking

For those hard or soft bookings that are not built into the template, click ‘book’ from the toolbar.

Select hard or soft booking.
Identify the practitioner schedule to apply to. (Ctrl + click to select multiple).
Choose the frequency and the number of columns on the schedule to apply it to.
Give the booking a name/description.
Assign start and end dates and times.
Click apply and ok.