This article explains how you can create or edit a staff's work schedule.


How to Create a Work Schedule?
 

  1. Navigate to the Staff module (left). Under the Staff list, select the desired staff(s). 
    Click on the Work Schedule on the left. 
  2. Input the start and end times for the staff member's work schedule. You can input the timings manually or choose them from a clock interface. 
  3. To save time, configure the schedule for Monday and simply copy it to the other days of the week. 
  4. Once you can enter the information, click on the "Save" button. 


If necessary, you can bypass a staff member's schedule. To do this, click on the "Bypass Schedule" toggle at the top of the screen. This option allows you to override the staff member's regular timings when you are scheduling an appointment.



How to Create Block Off Time?

  • Scroll down and click on the blue "+ Block Off" button located on the right side of your screen. This will allow you to not schedule appointments in those hours. 


  • Follow these steps to Add Block Off Time: 
    1. Date/Date Range: Select the date or date range required for the provider block-off time. 
    2. Select Type: Choose the type of block-off you require. You can select between daily or specific days. 
    3. Start Time: Enter the start time for the block-off period.  
    4. End Time: Enter the stop time. 
    5. Description: Enter the description for the block-off time. 
  • Once you have added all the information, click on the "Save" Button. 


Other Actions:

Delete: To remove a block-off time from the schedule, click on the red trash icon under the Action column.