Is there a way to not show a practitioner on the appointment book on the days after they have left the clinic. I still want them there before the day they left, but not after they leave.
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Posted 4 years ago
- 292 Posts
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... which I guess goes along with a way to not show a practitioner on the calendar before they start, but to show them thenceforth.... (until they too finish).
If this is an "idea", as defined by this good forum, I'd "like" it.
If this is an "idea", as defined by this good forum, I'd "like" it.
Andrew, Community Manager
- 347 Posts
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Hi Trevor
There isn't currently a feature to show or hide columns only for select dates. Our recommendation for leaving practitioners is to use the Appointment Book - Rules to rule out their column and make it unavailable from the day they leave the practice. This will stop users from accidentally making a booking after this date, and once the practitioner has left you can then remove the columns entirely.
For more information on creating rules please see the article below:
https://community.smartsoft.com.au/smartsoft/topics/creating-rules-in-front-desk
I have also converted this post into an 'Idea' so other users can express their interest.
There isn't currently a feature to show or hide columns only for select dates. Our recommendation for leaving practitioners is to use the Appointment Book - Rules to rule out their column and make it unavailable from the day they leave the practice. This will stop users from accidentally making a booking after this date, and once the practitioner has left you can then remove the columns entirely.
For more information on creating rules please see the article below:
https://community.smartsoft.com.au/smartsoft/topics/creating-rules-in-front-desk
I have also converted this post into an 'Idea' so other users can express their interest.
- 35 Posts
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so do I delete the rules after the Practitioner has left, then remove the Practitioner? Does this remove any historical information?
- 35 Posts
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all sorted out. archived rules and practitioner
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