Slot Schedule Setup
Open the Slot Schedule Setup screen under Setup/ Scheduling/ Slot Schedule. At the top of the screen select the Location and the Appointment Type to view the current slot setup.
Editing the Default Daily Schedule
The General tab will show the default schedule for each day of the week. Edit start time, end time, periods & slots/period on this tab.
The example below shows 5 slots per 850 minutes for Monday-Thursday (essentially 5 slots/day) and 3 slots per 850 minutes (essentially 3 slots/day) for Friday. All slots will populate in the schedule book at the start time of 8:00AM.
No Slots are available on Saturday or Sunday.
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To edit the default times or slots, simply type the new values within the grid.
If instead, you wanted two slots per hour, your period minutes would be 60 and the slots/period would be 2. The Schedule Book will show two appointment slots every hour beginning with your start time
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Once finished, click Save. It may take several seconds to save as the Schedule Book is rebuilt with your changes.
Editing a Specific Date
Each day will follow the default daily schedule unless you edit a specific date.
To change the number of slots on a specific date, Click the tab "Specific date" above the grid.
Select the date you would like to adjust. The sentence below will show you what the default is for that day of the week.
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At the bottom of the screen, click the green plus button to add a new line. Type in the description, select the time, and enter the # of slot adjustments. Use a positive number to add slots and a negative number to remove slots.
Continue to add any other adjustments.
Once finished, click Save. It may take several seconds to save as the Schedule Book is rebuilt with your changes.