Practice Management on Embodia - Part 2: Scheduling

To set your schedule availability, click on My availabilities under Consults > My Schedule in the top bar:

To add to your schedule, click on Add to my schedule and fill out the form:

The form accepts the following information:

• Start date: The date from which the criteria that you provide in the form should be applied to your schedule.
• End date: The date after which the criteria that you provide in the form should no longer be applied to your schedule.
• Days: The days of the week when the criteria should be applied to your schedule.
• From: The start hour and minute.
• To: The end hour and minute.
• How far in advance can the consult be booked?: The earliest a client can book an appointment. In the screenshot above, the client will not be able to book an appointment under these criteria if the appointment is further than a month from now.
• What is the deadline to book the consult?: The latest a client can book an appointment. In the screenshot above, the client will not be able to book an appointment under these criteria if the appointment is less than 6 hours from now.
• You can also restrict which services can be booked under these criteria.

Note: Use can use your availability to create breaks in your schedule. If for example, you would like a daily lunch break between 12-1 pm, set up two scheduled availabilities, for example, 8 am-12 pm and 1 pm-4 pm. This way, if on any day you would like to open your schedule during the scheduled lunch, you can easily add a 3rd availability for that day from 12 pm-1 pm.