Configure Scheduling

The Appointment Book is a powerful scheduling tool that is fast, easy to use, and provides pediatric-specific features that help your practice master its schedule.

How do you mark a doctor as off for today, and where do I enter their vacation days? How do you change their well visits to 15 minutes? Can you limit scheduling permissions for certain users? How do you update your practice's calendar, or a single clinician's calendar, with hours that are appropriate for the season? Can you open up the calendar month by month?

Watch the videos and read the articles below to learn how to configure the Appointment Book for you practice.

Training Videos

  • Configure Scheduling Roles and Visit Reasons

    5.5 minutes • 11-2018
    Learn how to specify who can schedule and configure your schedule, which providers are schedulable, and set up visit reasons for your practice.
  • Configure Provider Hours and Calendar

    6 min • 11-2018
    Learn how to create templates of hours and visit types and then "open up your calendar" by assigning templates, entering vacations, and managing your practice's calendar.

Learn More

  • Configure the Appointment Book

    Learn how to configure your schedule, turn on Appointment Book permissions, define visit reasons, adjust your practice's calendar and each provider's hours, enter vacation days, and more.