Configuring your schedule settings will ensure your clinic's appointment calendar supports your ideal scheduling workflows.

To access your Schedule settings follow: Admin -> Scheduling

You can customize the time slot blocks on your appointment calendar using the Schedule Interval setting. Ensure that your schedule interval selection aligns with your default appointment type durations.

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.

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.

If you are no longer offering an appointment type, you can archive any using the archive box icon located at the far-right of any appointment type row.

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

To update your provider scheduling settings, select the 'Providers' tab.

You can customize your default calendar behavior to automatically hide unavailable provider columns. When enabled, any providers with unavailability and no appointments scheduled for the day, will by default be hidden from the scheduling calendar view for all users. The hidden provider column can be retrieved by manually adjusting provider visibility settings on the schedule calendar. This logic will also apply to pinned provider columns.

Under the Providers tab, select 'Add New' to create a new provider or select the edit pencil icon of an existing provider row to update any details.

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.

Appointments can be cancelled from the scheduling calendar, and a cancellation reason is required during the cancellation process. A default cancellation reason list is provided, which you can freely customize to update, edit, or create new reasons. Your cancellation reason list will support appointment overview analytics.

To define a rotating doctor schedule, you have several scheduling management methods.