User's Guide

Setup >> Wellness Scheduling

Follow these steps to setup wellness scheduling for the first time.

  1. Go to Setup >> Locations (link).

  2. For each location that you want to have wellness appointments, click the button under the Allow Wellness column.

  3. A popup appears. Enter the days of the week and the earliest and latest times (in 24-hour format) for wellness appointments.

    Here's an example a Tuesday, Wednesday, Thursday schedule from 10:30AM to 2:30PM each day.

  4. Go to Setup >> Scheduling >> Appointment Profiles and create one or more profiles with the Wellness visit type. (Use the Create New link to create a new profile.)

    Pictured below is an example of three profiles: Short Visit, Long Visit, and Dental.