Schedule Types are created to filter and color code appointment blocks and for attaching a Product & Service item to the portal.
There are 3 ways you can color code the schedule.
1. Appointment block - the color is based on the Schedule Type selected on the appointment booking popup.
Located under Settings, General, System, Scheduling, Appointment Display section, Appointment Color Type, Schedule Type. MOST FREQUENTLY USED BY CLINICS.
Fuscia represents Hot Stone Massage
Orange represents Senior Massage
You can use Schedule Types to identify MVA - Yellow, Physio Initial Assessments - Blue, Physiotherapy Follow Ups - Green.
2. Appointment block color based on Product & Service Schedule Type
Located under Settings, General, System, Scheduling, Appointment Display section, Appointment Color Type, Product & Services Schedule Type.
3. Appointment block color based on the Practitioner Profile Color Preference.
This color is selected in the Practitioner profile, Preferences tab, Scheduling Section, Appointment Color Type, Practitioner Color Preference.
1. BASED ON SCHEDULE TYPE (most commonly used option)
To select this option go to Settings , General, System, Scheduling, Appointment Display Section, Appointment Color Type - Schedule Type.
To create Schedules go to Settings, Schedule Types, New Schedule Type.
At least one Schedule Type must be created before you can set up Practitioner Availability.
Set up a Schedule Type based on how you want to color code the schedule. In the example below there is a Schedule Type set up "Physio Assessment" all Practitioners who have this Schedule Type attached will have the option to select this Schedule Type when booking an appointment. The appointment block will be a light blue and the "Physio Foll Up" will be a dark blue.
MORE THAN 1 LOCATION
If you have more than 1 location and a Practitioner works at more than 1 location, set up 2 Schedule Types as in the example below. This will allow you to differentiate what clinic the Staff member is scheduled to work at.
**NOTE FOR THE PORTAL (See Schedule Types set up for Portal section)
We suggest you set up a Schedule Type for each Practitioner Name. This will make it easier for you to assign the Schedule Type to the Product & Services to be booked in the portal.
2. BASED ON PRODUCT AND SERVICE TYPE
To select this option go to Settings, General, System, Scheduling, Appointment Display section, Appointment Color Type, Product & Services Schedule Type.
Create Schedule Types based on how you want to link them to the Product and Service item.
For Example you want all the Physio Initial Assessment appointments to be Blue.
You will create a Schedule Type called Physio and seelct the color Blue.
Assign the Schedule Type to the Physiotherapist Practitioner profiles.
Go to Settings, Products & Services, under the Schedule Types section add the Physio Schedule Type.
When you book an appointment on the schedule for the Practitioners with this Schedule Type attached to their profile and linked to that P&S item the appointment block will be blue.
If you have more than 1 location and if not all your Chiros or Physios or Massage Therapists don't perform the same services, be cautious when assigning the schedule types to the P&S item as they will also appear in the portal to be booked for those Practitioners.
We suggest you use the "Schedule Type" option to avoid confusion and changes in the future.
3. BASED ON PRACTITIONER PREFERENCE COLOR
To set up this option go to Settings, General, Systme, Scheduling section, Appointment Display section, Appointment Colour Type field. Select Practitioner Colour Preference and Save.
To select the color you want to appear on the appointment block open the Practitioner profile, Preferences tab. In the Scheduling Section, "Schedule Color Type" field, click the down arrow and select the color from the color wheel and Save.
The appointment on the schedule for that practitioner will appear that color.
NOTE: This Practitioner Preference color selected is the only color you will have an option to select from the Appointment Block when selecting this option.
You will still create other Schedule Types to attach to the Practitioner to set up their availability.
After you created all the Schedule Types, assign them to Practitioners.
Go to Settings > Practitioners.
To the left of the practitioner name click the down arrow and select "Schedule Types".
Or, from the Availability tab, edit an existing record by opening the record or select "Add" to create a new record.
In the top right side of the page, you will see a link to "Schedule Types Edit". Click that link to be directed to the Schedule Type page where you can assign the Schedule Types.
Add the Schedule Types the practitioner will be using by selecting a Schedule Type from the left side under "Available". Click the "Add" button.
The Schedule Type will move to the "Added" section. Select a default Duration. Save.
Go back to the Practitioner Availability tab, the Schedule Types will appear on the Availability record under the Schedule Types heading.
When creating the Availability Record select Schedule Types from this list.
Please go to the Staff, Practitioner Availability Article next to learn how to set up Availability Records.