Scheduling Templates Configuration Guide

Key configuration options | Example | Before going live

The Scheduling Templates module under Self-Scheduling lets clinics set different working hours for specific appointment profiles, offices, and providers. The main goal is to control exactly when each appointment can be booked; for example, new patient visits only in the mornings or procedures only on certain days.

Key configuration options

Template activation

• Enable Scheduling Templates: Turns on custom working days and hours for specific booking flows.
• Select Offices on Templates: Adds a calendar column so templates can also be limited to specific offices.
• Show Appointment Profiles on Templates: Adds a calendar column so templates can also be limited to specific providers.
• Show Providers on Templates: Adds a provider column so templates can also be limited to specific providers.

Template definition

• Template Name: An internal label to identify the template.
• Calendars: The calendars or offices the template applies to.
• Appointment Profiles: The appointment profiles the template applies to.
• Providers: The providers the template applies to.
• Active: Turn on the template so its rules take effect.
• Set Availability: The days and times this template accepts appointments.

Example

• Scenario: A practice only wants New Patient visits booked on Monday and Wednesday mornings.
• Setup: Turn on Scheduling Templates, add a template named "New Patients AM," select the New Patient appointment profile, and set availability to Monday and Wednesday, 8:00 AM–12:00 PM.
• Outcome: FrontOffice+ only offers New Patient slots in that window, while other appointment profiles keep their regular availability.

Before going live

Confirm:

• Profile coverage: Every appointment profile that needs restricted hours is included in a template.
• Availability accuracy: Template days and hours fall within the practice's Scheduling Days and Scheduling Hours (set in Confirmations) and the providers' real schedules.
• Overlap rules: Templates that share calendars, appointment profiles, or providers don't conflict unless overlap is intended.