Step 1 – Services

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Services

Before you can make a booking you need to define services and add staff. Please see the add staff section for notes on how to create new staff.

MyClinic365 scheduling service is controlled by the following:

  1. Practice opening times need to be set
    • To set practice opening hours go to:
      • Settings\Hours and define the working days and hours for the practice

 

2.  Services need to be defined

  • to set service hours, service duration, days etc go to:
    • Settings\Services

Appointment slots are automatically calculated per the duration set for each service. Therefore it is important to ensure the duration is correct for each service defined.

3. Staff services, working time and breaks need to be defined

  • to set staff services, working time etc go to:
    • staff and double click on staff member you wish to edit
  • the two radio buttons control the following:
    • Show in chatbot – determines whether the provider is made available through chatbot scheduler
    • Show in calendar – this determines whether a calendar for provider is made visible for that provider

 

Note: At all times the most restrictive setting overrides all others eg if you set practice opening hours to 09:00-13:00 and staff operating time from 09:00-17:00 then practice opening hours overrides this.

This is to ensure a full and granular control over how you manage your practice from a services perspective.