About planning guides
Planning guides decrease the manual work necessary for staff to make appointments at the correct available times and with the correct information.
- Help persons to easily see the available appointment times of a staff member's calendar
- Set a period during which persons must not make appointments
- Prevent appointments that accidentally have the incorrect time and incorrect calendar
- Help persons to quickly and easily make appointments that have the correct appointment type
A calendar is usually in appointment mode. When a calendar is in appointment mode, you can add appointments to it. To add a planning guide, use the calendar controls to change the applicable calendar to planning guide mode.
After you change to planning guide mode, the calendar shows an interface that has almost the same function as appointment mode. The calendar times that you select in planning guide mode are an aid to the calendar's appointments. They do not remove or replace the calendar's appointments.
Planning guides, the online portal, and the kiosk
- Online portal appointments
- Kiosk appointments
Recurring planning guides
If necessary, you can configure a recurring planning guide. A recurring planning guide has almost the same function as a recurring appointment.
User account permissions for planning guides
To make or change a planning guide, your user account must have the permission.