Adding Multiple Staff Appointments

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. Enable Create Multiple

• Toggle the Create Multiple option to ON.

5. Fill in Appointment Details

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

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

6. Set Repeat Pattern

• Date Range: Set the start and end dates for the recurring appointments.

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

• Mode: Choose the recurrence mode - Daily, Weekly, or Monthly.

• Patterns:

  • For Daily, set how many days it should recur.

  • For Weekly, select the days of the week and the interval of weeks.

  • For Monthly, select the day and the interval of months.

7. Add Appointments

• Review the recurrence settings, and click the Add X Appointments button.

8. Handle Overlapping Schedules

• If there are overlapping schedules, a confirmation screen will appear indicating which appointments overlap. Confirm to proceed without adding the overlapping ones.

9. View the Appointments

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