How to Set Appointment Rules in Profile for Online Booking
2 min
overview the appointment rules function in profile defines the time in which a provider is available to take appointments the following article will focus on how to create an appointment rule in relation to profile's online booking solution set appointment rules for online booking go to maintain / appointments / rules the appointment rules window will appear if no rules were created before, the table should be empty click on the new personal appointment icon to create a new appointment rule for a provider the new personal appointment rule window should appear with the predefined details the details of the rules can be changed the user that is creating the appointment rule should define the following details name of the rule activate from and to dates rule cycle rule time ( begin time and end time ) provider pos (the rule for the provider can be created in any clinic, not only in the main clinic of the provider ) note if the clinic's pos window has the type listed as administration it will not be shown in the pos list when creating an appointment rule, in the appointment rule window the clinic needs to have the type listed as clinical for the clinic to be shown in the pos list in the appointment rule windows type (a list of the codes) mode the available options here are in person , phone , and telemedicine by default, the creator of the appointment rule will only see in person and phone in the drop down list in order for the telemedicine option to appear, they must also complete the following additional steps go to ogranisation / people & places double click on the provider that you wish to allow or telemedicine in the provider window open the internet view select the allow telemedicine appointments checkbox click apply and ok to complete the process the provider should now have telemedicine available as a mode option in the appointment rule window online booking select the allow online booking check box if the intention is to have the rule be displayed on the online booking solution all profiles option (used if this rule is meant to apply to all of the onthego profiles ) limited profiles (this option has not been implemented yet it will be handled at a later stage ) when all of the necessary details have been entered, close the new personal appointment rule window when prompted, select yes when asked to save changes the process is now complete, and the new appointment rule should be visible in the appointment rules window learn more for more articles on appointment rules and online booking, please see the links below appointment rules docid\ ifjbsh8ukgw7pk6chnxmfenable appointments for online booking docid\ yymvdjy42icnxgp6c9qhjfaqs profile's online booking solution docid 1z2dojhixm6jqhubo7zbrconfiguration and setup processes for profile's online booking solution docid\ sqh27vp9wd38dy1ni9bybhow to book an appointment with profile's online booking solution docid 1p06lalwfqfztphy wbobprofile's new online booking solution docid\ sty0 wltus5r2 vte7t8a