Appointment Slots allow you to list available dates and times on a public calendar, so that current and prospective clients can request a scheduled session, if the provider has the feature enabled. For a good overview of this feature, please see the video recording of a webinar we hosted on this type of virtual clinic.
If you are an Account Administrator, you can request that this feature be added to your account by contacting [email protected]. Please include the name of the Account Service(s) that users can request an appointment for. If you have not yet created one, please include the information we will need to create one for you: name, description, payment required (if applicable), and scheduling duration.)
This support article will go over the process for adding out of office slots to your calendar, which are exceptions to any appointment slots you have already added (or may add) in the future. (If you use the Google Calendar or Microsoft Outlook calendar integrations, our system will already reference your other calendar for times that you have something else scheduled, so that it is not shown to potential participants. You will not need to add an out of office slot if that time is already blocked off in your connected Google or Outlook calendar.)
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Add a One Time Out of Office Slot
Create a one time out of office slot if you want to remove availability for a single date, while leaving an existing Appointment Slot rule in place.
1. Click on the profile icon in the upper right-hand corner, and select "Appointment Slots" from the drop-down menu.
2. Click on the dropdown next to "What Would You Like To Do?" and select "Add an Out of Office Slot".
3. Click on the dropdown next to "One Time or Weekly?" and select "One Time".
4. Click on the "From Time" field to have the timepick appear. Click a starting hour and then select minute value, in your account's time zone. Click "AM" or "PM" to indicate which is applicable.
5. Set a "To Time" the same way.
6. Click on the "Date" field to make the datepicker appear, and select the date the out of office slot should be for.
7. Click "Add" to add the out of office slot to your calendar. It will appear on the calendar in red and prevent any overlapping appointment slots from being viewable to users.
Add a Weekly Out of Office Slot
Create a one time out of office slot if you want to remove availability for a single date, while leaving an existing Appointment Slot rule in place.
1. Click on the profile icon in the upper right-hand corner, and select "Appointment Slots" from the drop-down menu.
2. Click on the dropdown next to "What Would You Like To Do?" and select "Add an Out of Office Slot".
3. Click on the dropdown next to "One Time or Weekly?" and select "Weekly".
4. Click on the "From Time" field to have the timepick appear. Click a starting hour and then select minute value, in your account's time zone. Click "AM" or "PM" to indicate which is applicable.
5. Set a "To Time" the same way.
6. Check the box next to the days of the week that this appointment time slot should apply to.
7. Click on the "Starting On" field to make the datepicker appear, and select the date the out of office slot should start on. (Leave blank to start immediately.)
8. Click on the "Ending On" field to select the last date the out of office slot should appear for. (Leave blank to continue indefinitely.)
9. Click "Add" to add the out of office slots to your calendar. They will appear on the calendar in red and prevent any overlapping appointment slots from being viewable to users.
Add out of office slots on behalf of a user
1. Click on the "Scheduling" tab at the top of the page, and select "Providers" from the drop-down.
2. Click on the “Slots” button in the same row as the user you want to manage slots on behalf of.
3. Follow the instructions above to:
This article was last reviewed by our Support team on August 29, 2019.
