Article Details
Summary
Remove a specialist's schedule in whole. 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 them.
You can do this for certain dates, services, or days of the week. If a specialist plans to stop all appointments after a date, clear their schedule from that date forward. If a specialist has already left, you can clear their schedule in bulk.
Steps
Remove Shifts Beyond a Set Date
Use this if a specialist stops taking appointments after a set date or removes shifts from their default weekly schedule.
Important: If a specialist is leaving the facility, wait until all the appointment dates you want to keep have passed. Then use the bulk steps below to clear any remaining schedules.
- Go to Left-hand Navigation: Reports & More » Manage Schedules.
- Select the center date arrows until you reach the first week the specialist will no longer work the shift.
- Select any shift the specialist has on the first date they stop taking appointments. The edit pop-up opens.
- Select the red X to the right of a shift.
- Select Delete All Shifts in the pop-up. This deletes all shifts for that specialist and service from the selected date forward.
- Repeat for each service the specialist will not work after that date.
Remove a Specialist in Bulk
You can clear a specialist's entire schedule for all dates, past and future. This does not affect booked or completed reservations.
- Go to Left-hand Navigation: Reports & More » Manage Schedules.
- Select Manage Specialists.
- Scroll to the specialist.
- Select the red X to the right of a service type.
- Select OK in the pop-up. This clears the specialist's schedule for that service.
- Repeat for each of the specialist's services.
- Save at the bottom of the pop-up.
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