How to Create and Apply Daily Availability Templates

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Daily Availability Templates allow you to quickly override a practitioners Standard Availability on a daily basis. This article will walk you though How to Create and Apply Daily Availability Templates.

 

Creating a Daily Availability Template 

  1. Go to Settings 

  2. Under Staff, select Practitioners 

     

 

3. Open the relevant practitioner's profile 

 

 

  1. Select the Availability tab 
  2. Navigate to the Daily Availability Templates section

  3. Click +Add 

     

 

  1. A pop-up will open 

 

 

  1. Enter a Name 
  2. Select a Schedule Type 
  3. Select the available timeslots 

  4. Click Save 

     

 

Applying a Daily Availability Template 

  1. Click the menu next to the practitioner's name 
  2. Select Daily Templates 

  3. Select the template you'd like to apply

     

 

Result 

The Daily Availability Template has been created and applied to the practitioner's schedule. 

 

 

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