Preparing the Schedule options and settings will ensure your practice runs efficiently. To access Schedule settings, navigate Admin -> Scheduling.

Appointment types should include all practice-wide 'services offered' which can be narrowed down by which provider offers which service(s). Appointment types are the options you can select under ‘Services Offered’ on the provider level.

Navigate to Admin > Scheduling > Appointment Types. Click 'Add New' to create a new appointment type or select the edit pencil icon to edit an already existing appointment type.

When you are adding or editing an appointment type, you can enter a name, default duration time, select a color, and enable (or disable) appointment notifications.

Note: an example where you might have notifications disabled are euthanasia appointments because you do not want to send email or text message notifications to clients about their upcoming appointment.

If you are no longer offering an appointment type, you may archive it.

Providers are the columns that are displayed on the appointment schedule. Providers may be set up as doctors or even by exam rooms. You may also have a provider column for technician appointments, drop-offs, surgery, etc.

Navigate to Admin > Scheduling > Providers. Click 'Add New' to create a new appointment type or select the edit pencil icon to edit an already existing provider.

When creating or editing a provider, you can title the provider column and create initials for quick reference on various schedule views.

The order of providers within the settings is the order in which they will be listed on the appointment schedule. You can drag and drop to change the order.

Services offered are appointment types that can be listed under different providers to help with incorrect scheduling. For example, if doctor A offers acupuncture, but doctor B does not, acupuncture would not be listed as a service offered under doctor B and would not be available when scheduling an appointment.

Here is where you will create routine availability for the provider (or doctor). You can select what hours the provider has available on what days of the week and even recurring breaks.

In the example below, Dr. Jones works every Sunday from 8-6pm and Mondays, Tuesdays, and Fridays from 6-8pm.

If a provider is going to be available on a day that is normally not available, you will add additional availability. If the provider is going to be unavailable on a day that is normally available, you will add an out of office.