Setup Availability Schedules

Step 1 - Open your calendar

 

Step 2 - Click 'Create Schedule'

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Please note: You must be in day view to see the 'Create schedule' button, not week view. This can be toggled by clicking 'Week/Day View'.

 

Step 3 - Define your schedule

 

Many availability schedules can be defined per practitioner, as long as schedules do not clash.

  1. Select the practitioner whom this schedule will apply to
  2. Select the frequency of this schedule (every week, alternate week, every 3rd week, once a month)
  3. Define if the schedule will enforce stick breaks (see below for definition)
  4. Define if this schedule will be a one off schedule
  5. Specify the dates which this schedule will apply between. Please note: Schedules can only be defined up to 1 year
  6. Publish this schedule to HealthEngine? If selected, clients will be able to book themselves into your calendar directly.
  7. Select the days which the schedule applies for
  8. Define the start and end time of session 1 and the location
  9. Define a lunch break
  10. Define the start and end time of session 2 and the location

When the schedule has been defined, press 'Save Schedule'. If there are conflicts with other schedules, coreplus will alert you.

 

Allocation Blocks (optional)

 

Within sessions 1 and 2, allocation blocks can (optionally) be defined so blocks can be color coded or appointment types defined. Specifying allocation blocks allows for particular types of appointments to be specified within sessions. Multiple allocation blocks can be specified within each session.

  1. Click on 'Allocate'
  2. Specify the 'Duration' of the allocation block
  3. Select the 'Color' of the allocation block (optional)
  4. Select the Appointment type (optional). Appointment Types are pre defined elsewhere in the calendar
  5. To add another allocation block within the session, press the 'Green Plus' (optional)
  6. When you are finished, press the 'OK' button

When you have finished defining allocation blocks, press 'Save Schedule'

Luke Darmanin -

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Comments 4

  • Avatar
    Cathy Egan

    This is too basic, for example, it doesn;t tell you you have to do a block for every hour in that session period.

    It doesn't show you how to adjust the lunch break or session two when there is NO lunch or session 2, ie., Monday I want to work from 10-1pm then go home.  What do I do with break and session 2 etc..

     

    Cathy

  • Avatar
    Leanne Allen

    I agree with Cathy. I often split my day into three sessions due to children, so will work in the morning, then the afternoon and have a break for two hours and see an evening client. There is no clear way of defining this either.

  • Avatar
    Adam Kluga

    Hi there,

    Cathy, you are able to only have one active session by making the start and end times of the 'break' and 'session 2' the same time. In the example you've provided you can do the following:

    Session 1: 10am-1pm

    Break: 1pm-1pm

    Session 2: 1pm-1pm

    Leanne, you may find the lesson on blocking out additional time slots helpful, which can be found here: http://help.intracore.com.au/entries/21645693-how-to-make-a-time-slot-unavailable

    Essentially, you can make appointments that signify unavailability. This can be done by:

    1. Clicking on 'Make new appointment' in the top right of the calendar

    2. Setting the 'Subject' field as you wish (e.g. 'Break', 'Unavailable', 'Meeting' and so forth)

    3. Specifying the date and time that you'd like this to occur, then saving the appointment

    This can be combined with the 'recursion' feature if you always have this time unavailable. This appears as a symbol of two circular arrows located near by the 'Date' field on the add new appointment screen. 

    I hope this helps! If you have any further queries please email us at support@intracore.com.au

  • Avatar
    Sam Van Der Wijngaart

    How do I block out time periods, for example holidays.

    There is no example of how to use alternate weeks either - how do you make this work, what needs to be done?

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