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.
Posted 4 years ago
Andrew, Community Manager
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.
so do I delete the rules after the Practitioner has left, then remove the Practitioner? Does this remove any historical information?
all sorted out. archived rules and practitioner
