Description
Learn how to setup an appointment view showing only the provider appointments.
Steps
- Left click on 'Appointments' in the Sidekick.
- Left click on the triangle in the upper right corner of the Scheduler.
- Left click on 'Add Layout'. A window will pop up and you can type the name you would like call this schedule layout. Click on 'Save' to save the new layout. All operatories will load in the new layout created.
- Left click on the triangle in the upper right corner of the Scheduler.
- All operatories will be highlighted in orange. Left click to deselect on an operatory the provider would like to exclude from the view. The operatory will no longer be viewed in the layout. To hide additional operatories, you will have to click on the triangle at the top and select or deselect to suit your needs. Continue these steps until only the operatories you want shown in this layout are selected (in orange).
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