Creating and Managing Single-Day One-Off Schedules
Use One-off Schedules to make temporary changes for specific date(s) without altering your primary or clinical schedules. You can also set one-off schedules to repeat at specific intervals!
How to Setup One-Off Schedules
1. Navigate to "Settings" tab
2. Click "Manage Schedule"
3. Choose "One-off Schedules"
4. Select your Primary or Clinical Schedule (available on Professional Plan only)
Tip: Tip! Use your Primary Schedule for daily services. The Clinical or Secondary Schedule adds special services alongside your Primary Schedule.
5. Select a date, then set your time(s) and interval(s)
6. Select services you want to offer during that time from the drop-down menu
7. Click "Set Primary/Clinical Schedule" to save
Alert: Warning! This will override your Primary or Clinical Schedule for that day, but will NOT affect currently booked appointments.
For Professional Plan users: This will NOT affect your other schedule. For example, a clinical one-off schedule will override your clinical schedule but won’t change your primary schedule (and vice versa)
How to Repeat One-Off Schedules
8. Click "Save as Template"
9. Name your template and click "Save"
10. Click "Close"
11. Click on the calendar icon to choose another date
12. Select your desired date
13. Click "Load Template" and select your saved template
14. Your schedule should auto-populate! Now click "Set Primary/Clinical Schedule" to save
15. Repeat for each desired date. Active one-off schedules will appear in yellow on the calendar.
Tip: Tip! Remember to click "Set Primary/Clinical Schedule" to save each time
Deleting One-Off Schedules
16. Click "Clear Primary/Secondary Schedule"
17. Click "Reset Primary/Clinical Schedule" to confirm. Repeat the process for any desired date(s)