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How do I take time off for vacation or personal business?
Flash Appointments
Date Created
7/19/2012 1:41:35 PM
Date Updated
5/29/2014 1:19:18 PM
How do I take time off for vacation or personal business? How do I make sure I am not available for appointments at these times?
Watch the 3 minute video:

Or read the step-by-step instructions:

1) Staff users select Manage Schedules from the Welcome Screen.
Receptionist users open the Receptionist and click the Schedule Staff tab top right.
And, if you have multiple staff select the name of the staff person in the drop down list.

2) Select the "exceptions (time off/overtime)" option on the top left
(A calendar will appear.)

3) Select the first date from the calendar on which you want to adjust availability
(The available appointment times for that week are highlighted. If appointments exist, they will be shown with a diagonal cross-mark. You cannot take time-off where an appointment is present. You would first need to cancel the appointment.)

4) Click the Edit button below the schedule grid.
5) Un-highlight blocks to take time off. Highlight blocks to add time.
6) (Optional) Add a note in the Notes field to explain the change in regular hours.
7) Save your changes.

As you can see, you can update one week at a time. If your modifications span multiple weeks just repeat the process for each week.

Changes take place immediately.
Always check your work. Go to the scheduler and make sure the changes are what you intended!

The staff schedule below shows appointments on first 2 days and time off on 3rd day.

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