Scheduler Guided Template

To enable the Guided Template ability in Schedules, go to the My Settings preference Guided Schedules and set it to enabled.

That will make the Guided Templates functionality visible for use in the Schedules tab of the Scheduler.

You also must have security permission to View Schedules and Edit Schedules, in order to utilize the Guided Template functionality in Schedules.

The Guided Template is a series of pop-up screens that take you through the step by step process of creating a schedule for the system. It stores the same information as the legacy Schedule Add method, but in a step by step format. The legacy Schedule Add editor is always available via the Add hyperlink in the Schedules screen. For more detailed information see Schedules Tab guide.

Guided Templates (Schedules)

To get to the guided templates step by step ability to configure a schedule, simply click the Guided Template hyperlink available in the Schedules tab.

Question 1: What would you like to do?

Option 1: Allow - Allow appointments to be scheduled during a designated time.

Option 2: Block - Block anyone from scheduling an appointment during a designated Time. IE vacation, lunch, etc.

Option 1 Path: Allow

If Allow is selected: the user is prompted with “Should this happen repeatedly?” Yes/No

Should this happen repeatedly? Yes

If Yes, then enter the occurrence from the options available. (If no, see more instructions below for that option to proceed through)

Then enter the date this should start and the time frame of the scheduled template.

Select the location for this schedule to be for:

Select the Resource/Provider that the schedule is for, from the autocomplete:

If schedules already occur for the current provider/locations and times selected, a list of schedules will display. The system is alerting you of existing schedules that you may want to view (to ensure you indeed want to proceed to add your new schedule to the system) or to edit an existing schedule.

Users may click the View Day hyperlink or the Edit Sched (Edit Schedules) hyperlink to edit/modify the existing schedule. If this new schedule is still needed, then click the Next button to proceed.

Certain appointment types can be required on a schedule, so that other types of appointments cannot be scheduled during that time and only appointment types ‘required’ can be scheduled within the schedule.

If Yes, select an appointment type from the autocomplete.

If no, the user will be taken to the autocomplete to select from a list of all appointment types allowed to the schedule but are not required for the schedule to exist.

If you want to allow portal users to be able to self schedule specific appointment types (allowed on this schedule) from the portal, click Yes. If you do not want portal users to be able to self schedule for this schedule, select No.

If Yes, then checkmark which appointment types portal users should be able to self schedule.

Set the number of appointments that should be able to be on per time slot for the schedule.

Schedules can be color coded for easy visibility when looking at a Scheduler view. You can set a color for the specific schedule being set up. Color choices use HEX color codes.

Once the schedule is saved, you will get a successful message to click OK through.

If No,

Should this happen repeatedly? No

If No, enter the specific date and time frame for the non-repeating schedule.

Select the location for this schedule to be for:

Select the Resource/Provider that the schedule is for, from the autocomplete:

If schedules already occur for the current provider/locations and times selected, a list of schedules will display. The system is alerting you of existing schedules that you may want to view (to ensure you indeed want to proceed to add your new schedule to the system) or to edit an existing schedule.

Users may click the View Day hyperlink or the Edit Sched (Edit Schedules) hyperlink to edit/modify the existing schedule. If this new schedule is still needed, then click the Next button to proceed.

Certain appointment types can be required on a schedule, so that other types of appointments cannot be scheduled during that time and only appointment types ‘required’ can be scheduled within the schedule.

If Yes, select an appointment type from the autocomplete.

If no, the user will be taken to the autocomplete to select from a list of all appointment types allowed to the schedule but are not required for the schedule to exist.

If you want to allow portal users to be able to self schedule specific appointment types (allowed on this schedule) from the portal, click Yes. If you do not want portal users to be able to self schedule for this schedule, select No.

If Yes, then checkmark which appointment types portal users should be able to self schedule.

Set the number of appointments that should be able to be on per time slot for the schedule.

Schedules can be color coded for easy visibility when looking at a Scheduler view. You can set a color for the specific schedule being set up. Color choices use HEX color codes.

Once the schedule is saved, you will get a successful message to click OK through.

Learning Management System

To learn more about Schedules follow the link below to the Learning Management System course:

• Schedule Templates