Manage Appointment Availability (How-To)

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Summary

After you decide the time value for each slot, you can assign the number of slots to each specialist for each day of the week they work. For each slot-based specialist, enter the number of slots for that day of the week for all services combined. If you change the number of slots on one service for a day of the week, it updates for all of that specialist's slot-based appointments. For more on specialist schedules, see Specialist Schedules.

Reference: You must have at least one slot-based appointment that repeats weekly.

Steps

  1. Select to edit the day. Slots Based shows in green. This means the service is slot-based for the selected specialist and service type.

    Edit shift interface with slot-based option.

  2. To change the number of slots for that day of the week from now on, change the number of slots and save while the Apply to All Future Shifts toggle is green (yes).

    Service settings with slots and future shifts.

  3. To change the number of slots for only the date you picked, set Apply to All Future Shifts to red (no) before you save.

    Slots setting for Bath & Brush service.

Change Slots for One Date from the Facility Calendar

  1. Go to the date on the facility calendar.
  2. Find the specialists with slot-based appointment types. They have a + sign and a - sign.
  3. Select + or - to add or remove slots for that day. The number you enter is the number added to or removed from the total availability.

    Calendar with available slots.

    Calendar showing slots being added.

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