Adding a Staff Appointment (single)

1. Navigate to the Schedule

• In the left-hand navigation pane, click on Schedule.

2. Click on Add Appointment

• At the top right corner, click the Add button.

3. Select Event Type

• A modal will appear. Select Staff Appointment from the available options.

4. Fill in Appointment Details

• Staff Member: Select the staff member from the dropdown list.

• Staff Paycode: Choose the paycode that applies for this appointment.

• Start Date: Enter the start date for the appointment.

• Start Time and End Time: Enter the start and end time for the appointment.

5. Click Add

• Once all details are filled in, click the Add Appointment button to create the staff appointment.

6. View the Appointment

• The appointment will now be visible in the schedule list or calendar view.

9. Review Overlapping Appointments (if any)

• If there are any overlapping appointments in the selected pattern, a Confirmation modal will appear.

• You can either Confirm to skip the overlapping ones or go back and adjust the schedule.

10. Add Appointments

• Once you are satisfied with the details and the number of appointments to be created, click the Add X Appointments button (where X is the number of non-overlapping appointments).

11. View Scheduled Appointments

• After successfully creating the series of appointments, you can view them in both the List View and Calendar View under the Schedule section.