How to create a new Custom Session from the practitioner's settings
HotDoc Training
|
14 steps
|
42 seconds
Hotdoc
1
Log in to the [dashboard](www.hotdoc.com.au/dashboard/login).
2
Click Bookings > Practitioner Setup.
3
Click "Edit" next to the practitioner you would like to add the custom session for.
4
Scroll down to the Appointment Types list, and click "Edit" next to the one you want to add the custom session to.
5
In the Custom Sessions section, click "Restrict Availability with a custom session"
6
To create a new session from scratch, click "Create a new session".\ If you wanted to copy a previous session to this appointment type, you can click "Copy from an existing session".
7
Select the day of the week you want this session for, and the start and finish time. The start date will automatically populate.\ Lastly, select the Repeat Frequency and an end date if applicable.
8
Click "Confirm".
9
Click "+Add session" if you want to add more days to the custom session.\ Once you are ready, click "Save & Continue"
10
If you want to copy the custom sessions onto other appointment types for the same practitioner, or to other practitioners, select the corresponding option at the top.\ The tick the applicable options from the list.
11
Once you are ready, click "Save".\ If you don't want to copy the session, you can simply click "Skip"
12
Click "Save" again.
13
Any custom sessions will now show next to the appointment type in the list within the practitioner's settings:
14
The custom session will also be displayed on the Availability Calendar.
