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Practice Management on Embodia - Part 2: Scheduling

To set your schedule availability, click on My availabilities under Consults > My Schedule in the top bar:

My schedule availabilities on Embodia

 

To add to your schedule, click on Add to my schedule and fill out the form:

My schedule availabilities on Embodia

 

The form accepts the following information:

  • Start date: The date from which the criteria that you provide in the form should be applied to your schedule.
  • End date: The date after which the criteria that you provide in the form should no longer be applied to your schedule.
  • Days: The days of the week when the criteria should be applied to your schedule.
  • From: The start hour and minute.
  • To: The end hour and minute.
  • How far in advance can the consult be booked?: The earliest a client can book an appointment. In the screenshot above, the client will not be able to book an appointment under these criteria if the appointment is further than a month from now.
  • What is the deadline to book the consult?: The latest a client can book an appointment. In the screenshot above, the client will not be able to book an appointment under these criteria if the appointment is less than 6 hours from now.
  • You can also restrict which services can be booked under these criteria.
  • You can also exclude certain days or date range from the schedule availability.


Note: You can use your availability to create breaks in your schedule. If for example, you would like a daily lunch break between 12-1 pm, set up two scheduled availabilities, for example, 8 am-12 pm and 1 pm-4 pm. This way, if on any day you would like to open your schedule during the scheduled lunch, you can easily add a 3rd availability for that day from 12 pm-1 pm.  

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