Overview
Learn how to create a Personal Event within the scheduler to prevent scheduling conflicts for providers during personal appointments, such as lunches or out-of-office periods. This guide will focus on setting up a recurring lunch block for a provider.
Steps to Create a Personal Event:
Access the New Appointment Feature:
Click on the “New Appointment” button in the scheduler.
Alternatively, select an existing block within the scheduler.
Open the Modal:
A modal will appear.
Select “Personal Event” to change the type of appointment.
Add Event Details:
Enter a title, such as “Lunch.”
Update the staff member for whom the block is intended.
Select the clinic that the block applies to.
Optional: Choose the option to ensure the block shows in all clinics.
Optional: Select an event type if one is created in your Appointment Types under Settings.
Set Recurrence:
Select the “Is recurring” option.
Define the frequency with which the block will occur (e.g., daily, weekly).
Important: If choosing the “Daily” option, set an end date. Consider setting the end date a year out if the schedule is expected to remain consistent.
Tips:
Modify the recurrence and details of the personal event as needed over time to accommodate changes in the provider’s schedule.
For further assistance, please contact the help desk or refer to our online support resources.