How to Add a Schedule Type

Learn how to create a new Schedule Type. A Schedule Type acts as the link between Practitioners, Services, and Availability. It is assigned to Products and Services and to Practitioners, and is used when creating a practitioner's schedule. When online booking is enabled, Schedule Types also control which services can be booked with which provider.

Creating New Schedule Types 

1. Go to Settings

2. Under Schedule & Holidays, select Schedule Types 

    

3. Select +New Schedule Type 

    

4. Enter the Schedule Type details:

     

• Code: Optional field. Enter a code if your organization uses them for tracking or reporting.
• Name: Enter the name of the Schedule Type.
• Clinic: In a multi clinic setup, choose whether this Schedule Type is available to all clinics or only a specific one.
• Default Duration: Set the default appointment length for bookings that do not include a product or service. If a product or service is selected, its default duration will override this setting.
• Allowed Conflicts: Choose whether multiple appointments can be booked at the same time under this Schedule Type. If conflicts are not allowed, users will need to manually override to double book.
• Allow Telehealth Appointments: If Telehealth is enabled, select whether this Schedule Type can be used for virtual appointments.
• Background Colour: Select a color to visually differentiate this Schedule Type from others in the schedule.
• Font Colour: If you choose a dark or bold background color, adjust the font color to ensure the appointment text remains easy to read.

4. Click Save 

    

Things to Know 

Best Practices 

• We recommend setting up one Schedule Type per discipline, per location 

  Example: If your clinic has physiotherapist, massage therapist, and chiropractors then you'll create a Schedule Type for each of those disciplines: 

   

• If your organization has more than one clinic, then you will set up each of those disciplines for each clinic
  • Physiotherapy - Clinic One
  • Physiotherapy - Clinic Two
  • Massage Therapy - Clinic One
  • Massage Therapy Clinic Two
  • Chiropractic - Clinic One

  • Chiropractic - Clinic Two 

     

Related Articles

How to Add a Practitioner's Availability

How to Set Up the Schedule