Setting your appointment parameters on the Calendar

Setting your appointment parameters on the Calendar

The items you will want to set:

1. Go to the Calendar

2. Select your name in the Provider drop-down

3. Select the Setting button.

a. Select your Business hour start time from the drop-down.

1. This will be the earliest time shown on your calendar

b. Select your Business hour end time from the drop-down.

1. This will be the latest time shown on your calendar

c. Select your Default scheduler view from the drop-down

1. Day - Show only the current day

2. WeekDays - Show Monday through Friday only

3. FullWeek - Show all 7 days of the current week

d. Select your First day of the week from the drop-down

1. This will be the first day shown on your calendar if using WeekDays or FullWeek

e. Select to Display appointment tooltip or not

1. True - When you hover over an appointment a larger version of the appointment appears as a tooltip

2. False - When you hover over an appointment the tooltip version does not appear

f. Select your default Time per session from the drop-down - Can be changed, just the default

1. 60 Minutes

2. 45 Minutes

3. 30 Minutes

4. 15 Minutes

g. Height per slot (Display size of appointments)

1. Small

2. Medium

3. Large

h. Select whether to Separate odd and even days by color

1. True - Odd days will be a different color than even days

2. False - All days will show as the same color

i. Show provider name on calendar appointment

1. True - Provider name will be included on the appointment

2. False - Provider name will not be included on the appointment

j. Click Save

 

NOTE: If you make an appointment outside of your set business hours, it will not show on your calendar until you go back and edit your start or finish time to include the appointment time.


    • Related Articles

    • Show Calendar Slider Option in Calendar Settings

      Show Calendar Slider Setting 1.  Select the Settings button on the Calendar page 2.  Select the Show Calendar Slider option to turn this feature on/off  

    • Show Inactive Provider on the Calendar

      To view the calendar of a user that has been moved to Inactive 1.  Go to Setup and select Provider/Staff 2. Make sure the Status is set to Active 3.  Go to the Calendar and select the Settings button 4.  Set the option Show inactive users with ...

    • Changing appointment details - 2 ways

      1) Calendar: Click on the pencil for the appointment, make the change and click Change. 2) Attendance: Unmark attendance or make sure the attendance box (under Billing Units) isn't checked. If it is checked, remove the check mark and click Submit. ...

    • Scheduling

      Once you have registered your client, you will be able to add them to the calendar. To add the appointment, you will go to the day and time you would like to add the client and click on the corresponding appointment slot. In the pop-up scheduling ...

    • Colors for the background of the calendar for each provider

      Did you know that you can change the color of each provider in therasoft for the calendar view? Check it out under setup, provider/staff, click on the provider name and then you will see the color selection options on the right side, toward the ...