Booking, Editing, and Removing Time-Off

Here's how to book time off on your calendar for one-time or recurring events, edit existing time-off events, and remove events.

Jump To:

  1. Booking Time Off From the Calendar and Dashboard
  2. Booking One-Time vs. Recurring Time-Off
  3. Editing and Deleting Time-Off

There are two ways to book time off, from the Dashboard (on the Web Platform) or the Calendar (Across all devices):

From Calendar:

  • In the bottom right corner of the screen, click the + sign
  • Click "Book Time-Off." This will open the book time-off window where you can set the time off preferences.
  • Once you've entered the details of your time off, click Save.

 

From the dashboard of the Web Platform: click on "Block Time Off". This will automatically take you to the book time-off window in the Calendar. Follow the same steps as booking time-off from the Calendar.

 

If you book an "All Day" time-off, it will appear as a grey box at the top of the calendar. If you book an hourly duration, it will display directly on the calendar for the amount of time you specified.

Booking One-Time vs. Recurring Time-Off:

If you are booking a one-time time-off, you can select:

  • If it is all day
  • The start time and duration
  • One or all Locations (if you have multiple locations)
  • One or all Practitioners (if you have multiple practitioners)
If you are booking a recurring time-off, you can select:
  • If it is all day
  • The basis it repeats on (daily, week, or monthly)
  • If the time-off repeats weekly, which day of the week it applies to
  • The start time and duration
  • When it ends (after a specified number of occurrences or on a specific date)
  • One or all locations (if you have multiple locations)
  • One or all Practitioners (if you have multiple practitioners)

Editing and Deleting Time-Off:

  • To Edit: Click the time-off event and click the pen icon. Modify the desired information and hit "Update Time-off" at the bottom of the page 
  • To Delete: Click the time-off event and choose "Delete Time-off" at the bottom of the page.