What are the Benefits of using Scheduler Templates?
EXAMPLES of how to use templates:
We now have Scheduler Templates so each provider can have a standard daily schedule including lunch hours and the type of visits desired throughout the day. Click here to learn How to Create Scheduler Templates for Resources.
- 09:30 am - 10:30 am - Set a specific color for the type of appointments you want to see during a specific block of time.
- 11:00 am - 12:00 pm - Set a "No Appointments" block for a lunch hour
- 12:00 pm - 04:30 pm - Set different types of appointments for morning and afternoon
Benefits of Using Scheduler Templates
When scheduling an appointment:
1. The Appointment Type will filter to a short list based on the template
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3. The Find Availability feature returns only times for an appointment type that match template times including that appointment type.
4. There is a warning pop-up if a different appointment type is selected that differs from the template.
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