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This section will demonstrate how to remove a schedule for a user in whole. 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. If the user is planning to stop all appointments at some point in the future, you can clear the schedule moving forward from the chosen date. If the user has already left the facility you can do this in bulk.
Remove Shifts Beyond A Set Date
If your specialist is planning to stop taking appointments after a set date or is removing shifts from their default weekly schedule, you can clear shifts from their schedule moving forward from a given date.
If your specialist will be leaving the facility, please note that after all appointment dates you wish to keep available have passed, you will need to complete the below step, Remove a User from the Manage Schedules Page In Bulk, to do a final clearance of any remaining schedules.
- Navigate to Left-hand Navigation: Reports & More » Manage Schedules.
- Select the center date navigation arrows until you are on the first week that the specialist will no longer be doing the shift(s) in question.
- Select the first date that the specialist is no longer taking appointments. You can select on any shifts that the specialist has on that day to open the edit popup.
- Click the red X to the right of a shift.
- In the resulting popup, select Delete All Shifts. This will delete all shifts for that specialist for that service moving forward from the selected date.
- Repeat for any additional services on that date that the specialist will not be working.
Remove a User from the Manage Schedules Page In Bulk
You can instantly clear a specialist's entire schedule for all dates. This will remove the schedule on past weeks as well as moving forward. It will not affect any currently booked or completed reservations.
- Navigate to Left-hand Navigation: Reports & More » Manage Schedules.
- Select the Manage Specialists button.
- Scroll to the specialist in question. To the right of each service type is a red X. Select this button and in the resulting popup click OK to instantly clear the specialist's schedule.
- Repeat for each of the specialist's services and then save at the bottom of the popup.
Related Resources
- Create Trainer Availability How-To
- Copy Trainer Shifts Across Days of the Week How-To
- Copy Trainer Availability How-To
- Show Trainer Availability in Customer Portal How-To
- Create a Specialist Schedule How-To
- Copy a Specialist Schedule How-To
- Override a Schedule How-To
- Set a Specialist as Unavailable How-To
- Remove Specialist Schedules How-To
- Reschedule Booked Appointments How-To
- Unable to Create or Edit a Specialist’s Schedule Troubleshooting
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