How to Add Practitioner Standard Availability

Standard Availability reflects a practitioner’s regular weekly schedule. It defines the days and times a practitioner is available for appointments and when they can be booked.

In this article, you’ll learn how to create and update Standard Availability for a practitioner who works at one clinic location.

If the practitioner works at multiple clinic locations, please refer to the article below for instructions on setting up standard availability across more than one clinic.

How to Add Practitioner Standard Availability for Multiple Locations

What You Need 

Before getting started, make sure you have: 

• A practitioner profile

• At least one relevant Schedule Type for the practitioner  
   

Adding Practitioner Standard Availability 

1. Go to Settings 

2. Under Staff,  select Practitioners

3. Open the practitioner's profile 

4. Click the Availability tab 

5. Select +Add 

    

6. Choose the Start Date for when the schedule should take effect

   • An End Date in not required

      

     

    

7. Click Edit 

   • If the correct Schedule Type - not the Default - is already assigned, you can skip ahead to Step 12 

      

8. If the Default Schedule Type is still assigned, remove it by clicking the X
   • In some clinics, the default may be labelled DELETE - DO NOT USE 

9. Under Available, select the appropriate Schedule Type(s) 
   • To select multiple Schedule Types at once, hold the Ctrl key while clicking each option

10. Click +Add 

     

    

     

11. Save your changes  

12. Select the Schedule Type 
13. On the grid, select the time blocks when the practitioner is available

14. Click Save 

     

    

     

    Tip: Select Multiple Time Blocks Quickly.  You can fill multiple time slots at once: 1) Click the first time block 2) Hold the Shift key 3) Click the last time block. For example, click 9:00, hold Shift, then click 11:45 to fill all time slots in between.

Result

The practitioner’s Standard Availability is set and will display as their ongoing weekly schedule. Appointments can now be booked during the selected days and times, both internally and through the Patient Portal (if enabled).

Editing Existing Availability

You can edit existing Standard Availability records anytime from the Availability tab within the practitioner’s profile.

1. Go to Settings 
2. Under Staff, select Practitioners
3. Open the practitioner's profile
4. Click the Availability tab
5. Edit the availability record 

Avoid Common Issues

Do not use the Default Schedule Type

• Always remove the Default Schedule Type before creating availability.

Only select bookable times

• The grid represents bookable appointment slots.

For example, if the practitioner finishes at 5:00 PM, do not select the 5:00 PM block. Selecting it means a 5:00 PM appointment can be booked.

Changing the interval requires a new record

• If you update the appointment interval in the practitioner profile, you must create a new Standard Availability record for the updated interval to display correctly.

Troubleshooting

The practitioner is not showing as available on the portal 

• Make sure the practitioner has been assigned the relevant Schedule Types in their Standard Availability. 

Practitioner is not appearing on the schedule

• Make sure the practitioner has a Standard Availability record.
• Check the Start Date of the availability record. If the start date is set in the future, the schedule will not appear until that date.
• Make sure the Standard Availability was created using a Schedule Type associated with your clinic location.

Related Articles 

How to Add Alternating Weeks to Practitioner Standard Availability

How to Add Practitioner Standard Availability for Multiple Locations

How to Customize Practitioner Availability in the Patient Portal