Appointment Schedule Builder

Using the Schedule Builder

Step 1:

Select the Provider and Location you wish to create a Schedule for.

Step 2:

Click 'Get Existing Schedule'.

Step 3:

Use the Time/Day/Slots Controls to build up a Schedule.

Step 4:

Click 'Save Changes'.

Using the Time/Day/Slots Controls

Step 1:

Choose the time of the first appointment you wish to add in Start Time.

Step 2:

Choose the time of the last appointment you wish to add, add 5 minutes in End Time.

Note: the build will start adding slots in the schedule starting at the Start Time and up to but not including the End Time. So if your last appointment STARTS at 4:30pm, the End Time should be 4:35pm.

Step 3:

Select the days of the week you wish to apply the slots to. (Sun though Mon)

You may select more than one day of the week. (i.e. Tue and Thu)

Step 4:

Select the Appointment Start Increment. i.e. Appointments every 15 minutes.

Step 5:

Select the number of Appointment Slots to add at each Increment.

Step 6:

Select the default Slot Type and Category for all Slots to be created.

Step 7:

Click 'Add' to begin.

Removing Slots from the Builder

Method 1:

Use the Time/Day/Slots Controls but in reverse. Instead of clicking 'Add', use 'Delete'.

Method 2:

Single click the check-box in the 'D' column of the preview, and then click 'Update Preview'. D is short for Delete.

Adjusting Number of Slots, Type, Category

You may manually alter the number of slots by single-clicking in the preview. A pop up will appear allowing you to change the Number of Slots, Type and Category.

Click 'Update Preview' to complete your changes.

NOTE: You will still need to click 'Save' once all your changes are made to commit the new Schedule.

Permanent Blocks

If you wish to add a Permanent Block to the Schedule, single-click the check-box under the 'B' column. B is short for Block.

Permanent Blocks may NOT be overridden on the Appointment Schedule.