Set Up Specialists (Topic Outline)

Summary

These articles show you how to add a user to the Manage Schedules page, create a schedule, and copy a schedule.

What This Does

Notice: To create a new specialist, you must first create a user account.

Before You Begin

You'll need:

Specialists come in two types:

  • Time-based specialists: Appointments are set at specific times for specific lengths of time.
  • Slot-based specialists: Appointments are set by the specialist's general workload for a date. They are for specific dates, not specific times. Drop-off and pick-up times are optional.

Topics

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