Where to find this: While blocks and shifts can be managed directly on the calendar, they are primarily managed in the Shift Management page (found under Check-In > Shift Management). This page provides a dedicated graphical view of all providers across all locations, making it easier to plan weekly schedules.
Create a Block
Blocks prevent appointments from being booked during specific time periods. Use them for lunch breaks, meetings, training, personal time, or any period a provider is unavailable. While you can create blocks on the main calendar, the Shift Management page is the recommended place for managing provider availability.Open the Creator
In Shift Management, click the Add button and select Create new Block. Alternatively, on the main calendar, click Create Event in the sidebar and select Block.
Set Title
Enter a descriptive title (e.g., “Lunch”, “Staff Meeting”). If you skip the title, it auto-generates as “Block - [Provider Name]”.
Set Date and Time
Pick the start and end times for the block. The minimum duration is 30 minutes by default.
Select Providers
Choose one or more providers to block. You can select multiple providers to block the same time for everyone at once.
Select Services (Optional)
Optionally restrict the block to specific services. If no services are selected, the block applies to all services for the selected providers.
Set Recurrence (Optional)
Make the block repeat daily, weekly, on weekdays, monthly, yearly, or on a custom schedule.
Edit or Delete a Block
Click the block on any calendar view to open the editor. Make changes and click Save, or click Delete to remove it. For recurring blocks, you are asked whether to apply the change to this occurrence only, this and future occurrences, or the entire series.Add a Shift
Shifts define when a provider is available to see patients. When the “Show Working Hours” toggle is enabled, time outside of shifts is visually marked with diagonal stripes. Important: Shifts should be managed on the Shift Management page, which provides a comprehensive view of provider schedules by day and location.Open the Shift Creator
In Shift Management, click the Add button and select Create new Shift. Or, in the calendar header area (Day view), click the provider’s shift picker.
Select Provider
Choose the provider or AI assistant for this shift. If only one provider exists, they are auto-selected.
Select Location
Choose the clinic location for the shift. Location is required for providers but optional for AI assistants.
Set Capacity (Optional)
Control how many concurrent appointments are allowed during this shift. Leave blank to use the provider’s default capacity setting.
Set Recurrence (Optional)
Make the shift repeat on a schedule (daily, weekly, weekdays, monthly, yearly, or custom).
Edit or Delete a Shift
Click an existing shift on the calendar to open the editor. Modify the time, provider, location, capacity, or recurrence and click Save. Click Delete to remove the shift. For recurring shifts, you choose the scope: this occurrence, this and future, or all.Shift Conflicts
The Shift Management page automatically detects overlapping shifts for the same provider. When conflicts are found, a warning banner appears at the top of the page showing which providers have overlapping shifts and on which dates. Expand the banner to see the specific conflicting shift times and locations. To resolve a conflict, click on one of the overlapping shift bars and either edit its time or delete it.Capacity Management
Control how many patients a provider can see simultaneously during a shift.- Shift-level capacity: Set the maximum number of concurrent appointments when creating or editing a shift.
- Service-level double booking: Enable “Allow Double Booking” on a service to permit overlapping appointments for that service.
- Bookable resources: Assign rooms or equipment to services to prevent resource conflicts. When a bookable is reserved for one appointment, it cannot be double-booked.
Quick Notes (Memos)
Attach short notes to any appointment. Click the memo icon on an appointment, or use the Add Memo button in the patient sidebar. Quick notes appear:- On the appointment card in Schedule view
- In the patient sidebar
- In the schedule export (PDF/CSV)