Add an Appointment from the Legacy Facility Calendar (How-To)

Article Details

Summary

You can use the Facility Calendar Day View to book new appointments with your Specialists at 30-minute intervals.

Steps

Book a Slot-Based Appointment

  1. Go to the Day View of the Facility Calendar.
  2. Select any green slot opening to book an appointment with that specialist on that date.

To pick the drop-off and pick-up times for slot-based appointments, schedule the appointment from the new appointment page instead of the Facility Calendar.

Scheduling interface with time slots.

Book a Time-Based Appointment

  1. Go to the Day View of the Facility Calendar.
  2. Choose an available time on a 30-minute interval, such as on the hour or half-hour. For a specialist with a time-based setup, blue areas show the available times.
  3. Select a blue field. The Select an Action box opens.
  4. Select Book a Service to create a new appointment at that time on that date.

The Select an Action box also has these options:

  • Set as Unavailable/Create an Exception: Blocks out a specialist for a time frame for all of their services.
  • Drag an appointment to another specialist's availability on the same date: Reschedules the service on the same date. This works with time-based and slot-based services.

Important: The specialist must have enough availability and a schedule set for that service.

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