Schedules Management

How to View Schedules

1. From top menu : Go to Appo > Schedules.
2. Select the Clinic and Branch you want to view.
3. Click “Show Schedule”.
4. The calendar will display all dates where events have been launched.

How to Launch a New Event Schedule

1. Click “Add Schedule”.
2. Complete the following fields:
   - Date: Select the event date.
   - Split minute: time split for each slot. This will affect how the availability shown to the customers. (The time slot shown still depends on your treatment length too.
   - Injector/ provider: Choose the injector/ provider assigned to the event.
   On each provider you can setup custom treatment duration if you need to. If you need to change treatment duration permanently for that provider, you need to see this tutorial. 
   - Start time & end time: Select available times for the injector/ provider.
   - PCC: Add a PCC to the schedule.
   Note: PCC's time slots should be the same as injector/ provider's. For example: you have [10AM to 1PM] and [2PM to 4PM] for injector/ provider, you need to add [10AM to 1PM] and [2PM to 4PM] for PCC too. Click here to create custom treatment duration.
   - PCC Times: Assign times for the PCC.
3. Click Save.
4. Click “Unpause Schedule” to activate it.

How to Edit a Schedule

1. Adjust Time:
   Click the schedule block (the blue block in calendar).
   On the left you will see an edit form. Change the information as your need.
   Green Notification: Action successful.
   Red Notification: Warning message will explain the issue — review it before retrying.
2. Change Injector/ provider or PCC:
   Click the schedule block.
   Update the Injector/ provider and/or PCC fields.
   Scroll down and click Submit to save changes.

How to Delete a Schedule

1. Click the schedule block you wish to delete  (the blue block in calendar)..
2. When the pop-up opens, click the Delete button at the top.

How to Duplicate a Schedule

1. Select the schedule you want to duplicate by clicking the schedule block (blue block) in the calendar.
2. Click "Duplicate Schedule" in the top-left corner.
3. Select the date(s) where you want to duplicate the schedule. You can select multiple dates, but they must be different from the original schedule date.
4. Click "Duplicate" to create the schedules on the selected dates.