Holidays are the days your location will be closed and will not accept appointments. Setting these holidays will automatically block the scheduling on those days for your locations, though you can override them at the location level.
Practices can set holidays at both Account and Location levels.
Topics Covered
Let's go over how to set a holiday in your Scheduler.
- Navigate to the System Menu > select Practice Settings > Scheduler > Holidays.
| Note: In the holidays section, you can add recurring or one-time holidays as needed for your practice which will be automatically added for individual locations. |
Set Up Account Level Holidays
Watch this video for a concise summary.
- Select the Account tab.
- Click + Add Holiday.
- Select the Date the holiday will occur on.
- Select the Description.
- Select the Frequency as Annual or One Time.
- Once completed, click Save.
- Click Edit next to a holiday to make changes.
- To remove an existing holiday, select the corresponding checkbox.
- Click Delete on the top right.
Set Up Location Level Holidays
Explore this video for an in-depth walkthrough.
- Select the Location tab.
- Choose the intended Location.
- Click Edit.
- Set the Use Account Setting as Yes to use account-level holidays. Otherwise, set it as No.
- Click + Add Holiday.
- Select the Frequency as Annual or One Time.
- Select the Date the holiday will occur on.
- Select the Description.
- Once completed, click Save.
| Note: When adding a One Time holiday, you can select any Date in the future beyond a year, if needed. |
- To modify an existing holiday, click Edit.
- Make adjustments as required.
- Click Delete next to the holiday you want to remove.
- Click Save.
| Note: When attempting to create an appointment on a scheduled holiday, a warning modal like the one below will appear to alert the user and prompt confirmation accordingly. |
Manage Permissions
Watch this video for a step-by-step explanation.
To enable Permissions,
- Navigate to the System Menu > select Practice Settings > Administration > Profiles.
- Click Manage Permissions for the intended profile.
- Select Practice Settings.
- Under Scheduler, select the View Holidays or Add/Edit Holidays permissions as required.
- Click Save.
- On the Confirm Action modal that appears, click Yes to proceed.
- A toast notification appears on the top right stating, 'Profile updated successfully'.
Practices can use this guide to learn how to set up holidays for your practice in the Scheduler.
Click here to explore the complete list of permissions and their descriptions.