Time Blocks are helpful for communicating when you or your providers are available to see certain types of appointments.
⚠️Note: Users must have the permission of “calendar_manage_timeslots” in Admin to add, edit, and remove availabilities (including drop-off availability). This permission also controls whether users can create or edit time slot templates directly in Admin.
Users with the permission of “calendar_manage_appointments” will have the ability to edit notes, appointments, and related functions.
Time Blocks are optional, meaning that an Availability does not need to be created to schedule a new Appointment or Drop-off. Availability can be added from a personal or group calendar by selecting the down arrow next to “+ New Appt” followed by “New Availability,” depending on user permissions.
When creating availability, you can enter Appointment Type (Nurse Appointment in the example below) to communicate which Appointment Types should be scheduled during this time block.
Once scheduled, the availability becomes visible on the users personal calendar and any groups they belong to. The Appointment Type is also highlighted as shown below (Nurse Appointment):
Please note – any Appointment Type can be scheduled at any time regardless if it’s listed as a preferred Appointment Type. You can also schedule appointments outside of someone’s Availability if needed.
To edit an existing Availability, simply select the 3-dot menu within the Time block followed by ‘Edit’ (you can also create a new appointment or discard this time block using this 3-dot menu).
Clicking ‘Edit’ opens the initial screen when first scheduling this Availability, allowing you to adjust the start time, duration, and appointment types as needed. The Staff field is locked and in order to edit this, you will need to discard the current Availability (via 3-dot menu shown above) and create a new Availability under the correct Staff member.
Availability Notes can be added or edited from the 3-dot menu next to the Time block on the Appointment Calendar.
