Questions answered in this article:
- Where do I change the settings of my scheduler?
- How do I change the scheduler settings?
Related articles:
Additional Scheduler Settings specific to Team accounts
*Please read this article: Team Clinic Settings - Access to Scheduler and Notes
You can find the scheduler settings in the Practice set up, scheduler settings tab.
1. Time Picker Interval Setting - set the time interval available when selecting client appointments from the scheduler or notes.
See image below for how these intervals will display when setting the calendar event time.
2. Client Email Reminders - There are three options to select when choosing how a client will be informed regarding a client scheduled event.
- Appointment Created - set the option on how the client will be informed at the initial creation of the client appointment on the calendar.
- Appointment Rejected - set the option on at what moment the client will be informed of his or her appointment is rejected. This email reminder is for appointments that have been requested by the client through online booking and require approval.
- Appointment Rescheduled - set the option on how the client will be informed in case his or her appointment is rescheduled. Remember that each time you move an client event/appointment on the calendar it is rescheduled and if this email reminder is enabled the client will receive an email each time it is moved.
- Default Client Reminder - by default the system will reminder your client of their appointment by sending a client reminder email 1 day prior to the scheduled client event. You can adjust the time duration for when the system will inform the client via email prior to their scheduled appointment.
3. Client email reminder reschedule recipients - Use this drop down to make sure that the right people are informed, when a client selects to reschedule an appointment. The client is able to access this option via a button on the client reminder email.
4. Telehealth link options - To add a permanent video link that will be displayed and accessible for all video sessions of that type. Add that link here in the settings, as seen below. This will then populate the link displayed for the practitioner in the scheduled client event and be the video link used when the Join session button is clicked, see second image below.
5. To save all the changes made, click the Save button.
Additional Scheduler Settings specific to Team accounts
*Please read this article: Team Clinic Settings - Access to Scheduler and Notes