Setting a user schedule for each provider will display provider availability on the Schedule and in online scheduling (as long as its enabled).
A provider must have a user schedule set in order to show schedule availability and to book appointments.
📆 Where to manage Provider Schedules:
Navigate to the profile icon in the top right corner and select Clinic settings and then to Users.
Click Schedule for the provider whose schedule you are setting.
Click to open!
📆 Enter Appointment limits
Set maximum appointment limits by day, week, or treatment (appointment) type.
These limits control availability for:
- Online scheduling: Patients cannot book beyond the set limits.
- Scheduling in ChiroUp: The limits are reflected in available appointment times, but your team can override them when scheduling directly in ChiroUp.
Appointment Limits:
- Input the maximum appointments you can take per day and/or per week.
- Toggle on Unlimited per day to not limit the number of scheduled appointments.
Treatment-specific slot limits:
Optionally, set a maximum number of appointments of a specific type that can be booked within each designated time slot.
Click Add treatment limit and select the treatment type and the maximum allowed booking per Time Slot.
- Your Time Slot is the Time Block setting found in Clinic Settings > Scheduling. This is also what drives the gridlines on your schedule.
💡Note: You can also set a general limit for the amount of appointments allowed per Time Slot, regardless of appointment type. Configure this setting in the next portion of this article when you input provider hours & location.
📆 Input Provider Schedule Hours & Location
Scroll down to the days of the week.
Enter your working hours for each day and location.
- Pro tip: Even if your clinic only has one location, make sure you select the location to ensure your schedule availability is set correctly.
Use the icons to easily input your schedule hours.
- Use the Copy icon to copy the hours you've input for one day to other days.
- Use the Add icon to add an additional set of hours for one day. (Morning and afternoon hours, for example).
- Use the Trash icon to remove a set of hours from a day.
Max Appts per Time Slot: Enter the maximum amount of appointments that can be booked within a given time slot.
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Example: Enter a 2 if your clinic allows double booking.
- Allow double booking, but only for certain treatments? Check out the drop-down above to configure treatment-specific max appointment limits.
💡Pro tip: Don't forget about lunch hours!
Use the green + icon to add multiple sets of hours to one day!
