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    ezyVet

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      Getting started

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      Clients

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      Appointments

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        Getting started

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        Planning guides

        • About planning guides

        • Video: Planning guides

        • Planning guides and appointment types

        • Make a planning guide

        • Video: Make a planning guide

        • Make and set a planning guide template

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        Send appointment messages, forms, and reminders

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        Virtual appointments

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        Find and show appointment information

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        Appointments and travel invoicing

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        Boarding

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        Kiosk: Easy client check-ins

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        E-booking

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        Appointment status configuration

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        Appointment type configuration

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        Calendar configuration

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        General configuration of appointments

      • Integrations for appointments and telemedicine

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        Appointments troubleshooting

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  5. Appointments
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  7. Planning guides

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Planning guides

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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.

Use planning guides:
  • To help persons to easily know the available appointment times of staff calendars
  • To set a period during which persons must not make appointments
  • To prevent appointments during times that staff are not available
  • To help staff quickly and easily make appointments that have the correct appointment type

Planning guides and calendar modesCopy

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.

When a calendar is in appointment mode, planning guides show with a transparent color. Appointments and planning guides shows a calendar that is in appointment mode. 18 May shows appointments and 19 May shows planning guides.

Figure 1. Appointments and planning guides

Example of appointments and planning guides

Planning guides, the online portal, and the kioskCopy

Planning guides are compatible with:
  • ezyVet's e-booking system
  • Kiosk appointments

Recurring planning guidesCopy

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 guidesCopy

To make or change a planning guide, your user account must have the Administration > Add/Edit Calendar Planning Guides permission.

Parent topic: Planning guides
Related concepts
  • Video: Planning guides
  • Planning guides and appointment types
  • Video: Make a planning guide
Related tasks
  • Make a planning guide
  • Make and set a planning guide template
Concepts
  • Planning guides as a method to configure available appointment times

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ON THIS PAGE

  • About planning guides

    • Planning guides and calendar modes

    • Planning guides, the online portal, and the kiosk

    • Recurring planning guides

    • User account permissions for planning guides

ezyVet

Last updated: December 15, 2024

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Related Articles:

  • Planning guides as a method to configure available appointment times
  • About planning guides
  • Planning guides
  • Video: Planning guides
  • Planning guides and appointment types
  • Make a planning guide
  • Video: Make a planning guide
  • Make and set a planning guide template

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