Remove Specialist Schedules (How-To)

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This section will demonstrate how to remove a schedule for a user for specific dates. This is the first step you will want to take when a specialist is changing schedules, not working certain days, no longer performing a service, or is leaving the facility so that additional appointments cannot be booked with this specialist.

You can do this for certain dates, certain services, and/or for certain days of the week.

 

Remove Shifts for Single Date Only

If a specialist is not taking some or all shifts on a given day then you can remove shifts for one day only. As an alternative, you can instead block an entire date from all services using a Facility Calendar block (see Set a Specialist as Unavailable).

  1. Navigate to Left-hand Navigation: Reports & More » Manage Schedules.

  2. Select the center date navigation arrows until you are on the week in question.



  3. Select any shift on the correct date and correct specialist. You can select any shifts that the specialist has on that day to open the edit popup.



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



  5. In the resulting popup, click Delete Current Day's Shift. This will remove the shift for that date only.



  6. Repeat for any additional services on that date that the specialist will not be working.

 

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