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Make a planning guide

After you make a planning guide, other staff can easily know the available appointment times for a calendar.

Make sure that your user account has the necessary permissions.
To make a planning guide, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select the applicable calendar.
    A list of calendars
  3. In the calendar controls, select Edit Mode: Planning Guides.
    The Edit Mode: Planning Guides setting
    Trouble: If you cannot see the calendar controls, select the gear button:
    The gear button of the calendar
  4. Select the applicable area in the calendar.
    ezyVet shows the New Planning Guide screen.
  5. In the Appointment Type box, select the applicable appointment type.
    the Appointment Type box
  6. If necessary, use the People/Resources Used box to select a different calendar that ezyVet uses for the planning guide.
    The People/Resources box
  7. In the box of the Calendar Planning Guide Details section, enter information about why the planning guide is necessary.
    The box of the Calendar Planning Guide Details section
    Note: ezyVet shows the information in the planning guide entry in the calendar. Use good information that makes it easy to know why the planning guide is necessary.
    Note: If you do not enter information in the box, ezyVet shows the planning guide entry in the calendar with the name of the appointment type.
  8. If necessary, use the settings of the Times & Recurrence section to configure the planning guide as a recurring planning guide.
    The settings of the Times & Recurrence section
  9. Select Save & Close.
    The Save & Close button
    ezyVet shows a confirmation message:

The calendar has the planning guide. The planning guide shows the information that you entered in step 7: