Overview
Your schedule columns are how you will organize your appointments, whether that is for a specific staff member or a general "Non-Staff" column. They are an important aspect of your schedule and keep your appointments in the correct spot.
How to Add Schedule Columns
Learn how to design your schedule by creating schedule columns for specific staff and non-staff columns for technicians, drop offs and more.
Click arrow to learn how to add a schedule column in your account
Click arrow to learn how to add a schedule column in your account
Columns can be created for a specific staff member (e.g., a specific doctor), or for non-staff purposes (e.g., drop-offs or technicians). If you’re currently using a staff account for non-staff purposes, you’ll be able to remove that account and assign the appointments to the new column.
How to Add a Custom Column
Click on "Settings"
Click on “Configurations” and select the option “New Schedule Column”
Complete the form that appears
Select “Non-Staff” to create a column without needing a staff account.
“Display Name” allows you to name the column anything you want without having to change the staff profile. If you’re using our online booking feature, you can designate which appointment types can be booked for this column, if any. Click here to learn more about online booking.
How to View and Rearrange Schedule Columns
Schedule columns can be arranged in any order to match your preferred display layout.
Click the arrow to learn how to view and rearrange schedule columns
Click the arrow to learn how to view and rearrange schedule columns
Click on "Settings"
Click on “Configurations” and select the option to “View Schedule Columns”
Once there, you can rearrange the order of the columns by dragging and dropping the rows into the order you like. Click the box next to any column to do so. The column listed first will be the leftmost column on the Schedule.
How to Edit a Schedule Column
Learn how to make changes to a schedule column when needed.
Click the arrow to learn how to edit a schedule column
Click the arrow to learn how to edit a schedule column
You can edit a column configuration any time as follows:
Click on "Settings"
Click on “Configurations” and select the option to “View Schedule Columns”
Click on the gear icon next to the column you wish to edit and select the edit option
Make the desired edits in the form that appears
How to Delete a Schedule Column
Columns can be deleted at any time. When attempting to delete a column with future appointments, you will be prompted to reassign those appointments to another column.
Click the arrow to learn how to delete a schedule column
Click the arrow to learn how to delete a schedule column
Click on "Settings"
Click on “Configurations” and select the option to “View Schedule Columns”
Click on the gear icon next to the column you wish to delete and select the delete option
Confirm your intent to delete the column, and if applicable, where to reassign future appointments
Past appointments for a deleted column will not appear on the schedule going forward. If you need to review those appointments, you may do so under reports or in the applicable client or patient profile.
How to Set the Schedule Increments Configuration
This configuration determines the number of increments between each hour of the schedule. For example, selecting 15 minutes will display 4 increments between each hour.
Click the arrow to learn how to configure your schedules increments
Click the arrow to learn how to configure your schedules increments
In order to set your schedule increments, navigate to Settings > View Configurations > Schedule Increments.
Click the edit button to the right of the configuration and make your desired choice for your schedule increments.
Options to consider: The increment you choose should reflect your clinic's workflow and the typical duration of your appointment types. Smaller increments allow for greater flexibility and more appointments to be scheduled within an hour. Keep in mind, appointments can always be adjusted—shortened or extended—as needed.
Creating and Checking-in Appointments
There are a few implications to consider when creating and checking in appointments, such as selecting a provider in a non-staff column.
Click the arrow to learn about attaching a provider to a scheduled appointment
Click the arrow to learn about attaching a provider to a scheduled appointment
A few minor modifications have been made to the process for creating and checking in appointments to allow for the functionality described in this article. Specifically, a new appointment will be “assigned” to a column rather than to a provider. The provider will be selected when checking in the appointment. This allows appointments to be created for columns that are not associated with a specific staff member, but still allow for medical records to be associated with a specific person.
An appointment that is checked in under a “non-staff” column but is assigned to a specific provider will remain under that “non-staff” column.