Create and Manage Provider Schedules

You can create custom schedules for each provider at your practice’s location based on their work availability.

1. Go to More > Admin > Locations and select the location you want to edit.

2. Select Edit and then Edit Schedules in the Scheduling section of Location Settings.
   The calendar in the Edit Schedules window displays in a monthly view by default.

3. Select a day in the calendar to add a provider’s availability for that day, or select a day and drag your cursor across multiple days to schedule a provider for a specific date range.

4. Choose a provider in the Create a schedule window.

The provider displays as scheduled on the calendar for the selected day(s).

Delete a Provider Schedule

1. Select the provider’s name on the calendar in the Edit Schedules window. It will highlight in blue.

2. Select the letter d on your keyboard.

The provider’s schedule for the selected day(s) is now removed. Any appointments or events scheduled with that provider during that time are moved to the Uncategorized column in Schedule (accessed from Global Navigation) and can be reassigned. The appointments are not deleted.