Creating a calendar for a new consult room or clinic day - Health Services Booking System
1. Click on the Schedules/Users tab
2. Click the Add New Schedule / User option in the left hand menu
3. Enter the consult room or clinic day name in the Screen Name field
4.Change the Status to Active if the consult room is available for customer bookings
5. Change Allow customers to See option to yes so that available timeslots will be displayed for customers to book
6. Set the Access type to Call Center User fhgfhf
7. Select the Services that will be able to be offered in the consult room. You can update the Time to Complete and Days Offered that are specific to this consult room
8. Leave all other settings and click Update at the bottom of the page when complete
How to set up the timeslots for your consult room or day clinic
1. Select your store name under Schedule on the left hand menu
2. In the Quick Time Slot Creator enter the following information:
- The frequency at which you would like patients to be able to book appointments at using the Every drop down
- The time frame for a booking using the Slot Duration drop down.
- Select the Start time and End time that the consult room will be available for accommodating bookings
- Click Create Slots
- Click Update All Slots
3. This will update the timeslots listed in the Manual Time Slot Creator section. From here you can remove individual timeslots (e.g. the timeslots over lunchtime) by clicking the Delete checkbox for the timeslots you wish to remove for each day.
4. When completed click Update All Slots
Important
If you are setting up a Clinic Day, once the clinic day is completed, a final step is to mark the clinic day as Inactive and click Update. This setting is found under Schedules / Users > (Schedule Name)
It is important that the schedule is not deleted (bin icon on Schedules/Users page) as this will delete patient information and booking data from that schedule which is required to be kept for 7 years.
The schedule can also be reused for future clinic days by making Active and adjusting Days Off and services settings.