Remove Specialist Schedules (How-To)

Article Details

Summary

Remove a specialist's schedule for specific dates, services, or days of the week. Do this first when a specialist changes schedules, does not work certain days, stops a service, or leaves the facility. This stops new appointments from being booked with that specialist.

Steps

Remove Shifts for a Single Date

If a specialist does not take some or all shifts on a day, remove the shifts for that day only. You can also block the whole date for all services with a Facility Calendar block. See How to Set a Specialist as Unavailable.

  1. Go to Left-hand Navigation: Reports & More » Manage Schedules.
  2. Select the center date arrows until you reach the week you need.

    Employee scheduling interface screenshot

  3. Select any shift for that specialist on that date to open the edit pop-up.

    Employee schedule for September 2024

  4. Select the red X to the right of a shift.

    Edit shift schedule interface screenshot

  5. Select Delete Current Day's Shift in the pop-up. This removes the shift for that date only.

    Shift editing interface with delete options.

  6. Repeat for each service the specialist will not work that date.

Related Articles

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.