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How to Block off Time on the Schedule 🎥

Mary Jane
  • Updated

There are various methods in blocking time off.

Overview

  1. Adding and Removing Aways
  2. Daily Availability Overrides
  3. Stat Holidays
  4. Employee Vacations / Holiday Calendar

 

How to Add, Edit and Remove Aways



Aways are added to the schedule to remove a practitioner's availability for a set duration of time. If the practitioner is running late, in a meeting, on a break or any other last-minute reason to be off the schedule, using this feature is the ideal method.

 

Note: If you create an Away on the wrong date, be sure to first remove it instead of editing the date. When changing the date, the system will create another Away rather than replace the original.

 

 

 

How to Add an Away

On the schedule, select Down-Arrow.png next to the practitioner's name and choose New Away.


New_Away.png


The Scheduling / Away window will display.


Schedule_Away.gif

Click here to learn more about the individual fields


Type

Select from the available drop-down options: Break, Meeting, Unavailable, Notice, End of Day, Tentative or Other which will provide a Reason field to set a custom label.

Employee

Select which staff member the Away is being set for.

Time From and Time To

Select when the Away begins and ends.

From and To Dates

Select the date.  You can book an away for 1 day or several days.  If you select a series of dates, the Away will appear for every day within the time frame you select.

Notes

Enter in a custom note if it applies for further explanation concerning the away's reason.

 

 

How to Remove an Away

How to Edit an Away


To remove or edit an Away, select the Away's label.

 

Remove_an_Away.png



The Scheduling / Away window will display.

 

Remove_an_Away_2.png


Select Remove and the Away will be deleted.

 

 

TIP: To edit an Away, select the Away's label, edit the fields and select Save.

 

 

Note: If you schedule an Away for several days and want it removed, keep in mind that all dates originally set by the Away are linked and will be removed together.

 

 

Note: Depending on User Type settings, staff are allowed or restricted from creating aways.

 

 

 Additional Methods to Blocking off Schedule Time

 

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