If a practitioner (or administrator) is unavailable at a certain time because of regularly scheduled breaks, meetings, etc., follow the steps below to set up Recurring Aways for daily, weekly, bi-weekly, monthly, or yearly frequencies.
Note: To allow a user to schedule Aways, go to their profile to confirm their User Type. Then go to Settings > Staff > User Types > Scheduling > Manage Scheduling Aways to update their User Type settings.
Keep in mind these changes will apply to all users assigned this User Type.
From the Schedule, click the button beside a practitioner's name and select New Away.
Inside the pop-up window, after selecting the Type, select Yes from the drop-down menu beside Recurring.
Select the Time From and Time To then select the Employee in the dropdown menu.
Note: The Employee menu allows you to create a Recurring Away for any staff member including Administrators
Set the Start Date and End Date.
Select the Frequency.
Enter any Notes and click Save.
The Recurring Away will now be blocked off and displayed on the Schedule