If you are a practitioner, you'll need to have your availability set up—this will ensure that you have open time listed on the calendar, so that patients can book appointments with you.
Your schedule and availability is going to be set up from within your user settings. These settings are completely customisable, and will allow you to create the schedule that works best for you now—but, you can always change things up at a later date!
In this guide, we'll cover a few things:
There are also some important schedule-related things you might want to know about, which aren't covered in this guide, but can be found on the following pages:
Read on below for information on how to get your schedule set up!
Setting up your initial availability
☝️Note: You'll be initially setting up availability that is the same across all weeks. With a little bit of tweaking, you can set up up a fornightly (every other week) schedule, which we'll cover below. Please read this section first, though, as it outlines the main things you'll need to know when it comes to setting up your schedule!
First things first, you'll want to find the spot where you can edit your schedule. Click on where it says My info, under your name:
This will bring you to your account information page. Click the Edit your practitioner settings button:
On the next page, scroll down until you see the area that looks like a calendar. It will look something like this:
Tick the boxes next to the days of the week that you plan to work, and select the times from the boxes that have numbers in them. Below is an example of what this process looks like:
Be sure to hit the Update practitioner button to save your settings! Now your calendar will reflect the availability that was set up in your profile (white spaces mean you're available, and light grey spaces mean you're not available). Below is an example:
In this case, we can see that the practitioner works every day except for Fridays (as Friday is fully greyed out), and there are some breaks added in on Monday, Tuesday, and Thursday (as indicated by the light grey blocks). We'll cover how to add breaks in a bit, but if you're keen to skip straight to that part, click here.
Different schedules at different clinics
If you work at multiple clinics, you're presumably going to be working different hours depending on which location you're at, unless you have the powers to be in two places at once! (And if that's the case, please tell us the secret, because it would be super convenient. 🤔)
In all seriousness, though, it'll be easy to set up your schedule at different clinics! Firstly, you'll need to add the location to your account. Once you've done that, you can then go back into your practitioner settings, and go to your availability. Under where it says Choose a business, you can select the new clinic and set up your schedule, just as you would have done when setting up your schedule at your original clinic. Below is an example of a multi-location schedule in progress:
Be sure to hit the Update practitioner button to save the changes. Now, on the calendar, you'll be able to navigate between the different locations to book appointments via the location drop-down menu:
If you offer online bookings, you can opt to make certain clinics available (or not) for patients to book themselves in.
To add consistent breaks to your schedule, you can use the "break" feature! When you're setting up your schedule, you'll see a button that says Add break next to each day of the week:
After selecting that, you'll be able to select the duration of your break, as well as how you want (you can have multiple breaks on the same day):
You'll need to add breaks into each day of the week that you want to have them, as well as to your other locations (if applicable). Be sure to save your settings by hitting that Update practitioner button, and now, if you go to your calendar, you'll see the breaks indicated in light grey:
If you ever want to remove a regular break, you can simply use the "remove" button (back in your schedule settings) to remove the break. If you need to free up a certain break (for example, you might have a regular break from 1 p.m. to 2 p.m. on Thursdays, but you want to remove just one of those breaks just from the third Thursday of January), you can "open it up" by using a one-off availability.
Remember, you can make things a little more flexible if need be! The following guides should help when it comes to fornightly schedules and holidays:
If you have any questions about anything mentioned here, don't hesitate to reach out to our support team via the "chat" button in the lower-right corner!