Adjusting Practitioner Online Booking Settings

The Administrator can associate Practitioners with services and set online scheduling limits, including cancellations, minimum and maximum lead times, and maximum daily workloads. The Practitioner can also set online scheduling limits, including cancellations, minimum and maximum lead times, and their maximum daily workload.

Adjusting Practitioner Online Booking Settings as the Admin 

1. Click on the Gear icon (top-right header).
2. Click on Base Setup.
3. Click on Practitioners.
4. Click on the Practitioner's Name.
5. Scroll down to Calendar & Online Booking.
6. Adjust the Scheduling Options, Minimum Notice, Rolling Availability & Daily Limits.
7. Click Save.

Adjusting Online Booking Settings as a Practioner

1. Click either your Photo or Initials (top-right header).
2. Click on Calendar.
3. Click Scheduling Limits or Cancellations.
4. Adjust Cancellations and Scheduling Options such as Lead Times, Daily Limits & Cluster Booking.
5. Click Save.

Important Note: Minimum Lead Time is the amount of time before a Patient can book an online appointment, and Maximum Lead Time is the rolling number of days or weeks your calendar will display.