After setting up your availability, you can begin creating availability blocks. With availability blocks, you can view, add, update, and delete the times you’re available on your calendar.
In this guide, we'll cover:
- Viewing your availability schedule
- Creating additional availability blocks
- Editing availability blocks
- Deleting availability blocks
- Displaying availability without enabling online appointment requests
Viewing your availability schedule
After creating availability blocks, you can view your available times directly on the Calendar or on the availability schedule.
From your calendar
When viewing your calendar, you’ll see white and gray areas that indicate your availability. The white area indicates your open availability, while the gray area indicates when you’re unavailable.
If you’d like to display your availability blocks directly on your calendar, you can click the gear icon > Show availability.
Once you’ve enabled Show availability, your availability blocks will be displayed as blue bars when viewing your calendar.
To view the details for a specific availability block, you can click the blue bar. From the Availability block flyout, select Edit to make changes to the selected availability block.
Make sure to click Save when making changes.
Note: The gray/white areas and blue availability bars are only visible when viewing a single clinician’s calendar in Day or Week mode. This applies if you’re viewing another clinician’s calendar in a group practice. If you need to view availability for multiple clinicians at once, you can select the team members from the All team members dropdown, then click the gear icon > View availability schedule to see all availability blocks in one place.
If you’d like to remove availability blocks from your calendar, you can click the gear icon > Hide availability.
From your availability schedule
If you’d like to view your availability schedule only, you can select the gear icon > View availability schedule. From here, you’ll see all existing availability blocks. You can click into each availability block to make changes, or click anywhere on your calendar to create a new availability block. To go back to your main Calendar view, click View calendar.
Creating additional availability blocks
There are a few ways to add new availability blocks to your schedule.
Tip: If you’re getting started with creating availability for online appointment requests, see Setting up availability for the first time.
From the top navigation bar
- From the top navigation bar, click +
- Select Add availability
From your availability schedule
- Navigate to your calendar
- Select the gear icon > View availability schedule
- Click anywhere on the calendar to create a new availability block
From your calendar
Additionally, you’ll see the option to create availability directly on your calendar, even if Show availability isn’t enabled. To do this:
- Navigate to your calendar
- Click anywhere on your calendar
- Select Availability
- Enter your availability details and click Set up availability
Editing availability blocks
If you need to update your availability, you can do so at any time. To make changes to an existing availability block:
- Navigate to your calendar
- Select the gear icon > View availability schedule
Note: If you’ve chosen to Show availability on your calendar, you can also select a blue bar and click Edit to make your changes. To learn more, see Viewing your availability schedule.
- Select the availability block you'd like to edit
- Adjust the title, days, hours, Location(s), and/or Service(s) offered
- If you'd like to modify when or how often the availability repeats, select Edit
- Once you’ve made your updates, click Save
Deleting availability blocks
To delete your availability block(s):
- Navigate to your calendar
- Select the gear icon > View availability schedule
- Select the availability block you'd like to delete
- Click the trash can icon
Note: If you’ve chosen to Show availability on your calendar, you can also select a blue bar, click Edit, and select the trash can icon. To learn more, see Viewing your availability schedule.
- Click Delete availability to confirm
- If the availability block is recurring, you can choose to delete:
- This availability only: This will only delete the selected availability block
- This and all future availabilities: This will delete the selected availability block and all future scheduled availability blocks in this series
- All of the series, including past availabilities: This will delete the selected availability block, as well as all past and future availability blocks in this series
- Click Delete
Displaying availability without enabling online appointment requests
You can create availability blocks to display your availability for yourself or your team members, without making these times available for online appointment requests. To do this:
- Navigate to your calendar
- Select the gear icon > View availability schedule
- Click anywhere in the calendar to create an availability block
- Uncheck Allow online appointment requests
- Enter a title for your availability block and adjust the days, hours, and Location(s) as needed
- Click Save
If you have questions on troubleshooting availability, see Troubleshooting your availability.