Practitioner schedule setup

Practitioner schedule setup

Set up a practitioner schedule using the following steps.

Set up the practitioner client card

  1. Select the practitioner tab.
  2. Select the applicable options for booking.
  3. Set up the schedule color and the number of columns.


Setup the practitioner base week (start/end times, and base time intervals for appointment slots)

  1. Setup > appointment setup.
  2. Select practitioner, start, and end time for the clinic working hours, and the default time slots (defaults to 15 mins, but can be changed).
  3. Click ‘setup appointments’.

To remove a base week for a doctor, for example added in error.
In the same window used to set up a base week, select the practitioner, and click clear existing.
Start over and enter times and intervals and click setup appointments.

Create a default week template

Click here to review the steps to build a schedule template.

 

Apply the schedule template to the practitioner

  1. On the tabletop window, click the appointments menu, select extend.
  1. Select the practitioner.
  2. Select the Sunday to start the schedule.
  3. Enter the number of weeks to apply the schedule template to. (Note the date it will end based on the number of weeks, is shown here as well.
  4. Click extend.
  5. Every 3, 6, 12 months, repeat the extend steps to continue the extension.