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Set Up Calendar Appearances & Preferences (TheraNest)


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  • Updated

  Permissions: Every Staff Member has the ability to set their own Calendar Preferences and Availability. 

Jump to Section [Set Calendar Preferences] [Understand Preferences]

 

Set Calendar Preferences

You can set your default preferences for your Calendar. This will determine how your Calendar will display. You can also set your calendar availability. Learn more.

  1. Click your Name in the top right corner and select My profile and Settings.

    2023-05-26_14-12-31.png
  2. Click the Preferences tab.
    2023-05-26_14-38-39.png
  3. Scroll down to Calendar Appearance Preferences section.
  4. Select desired preferences.

    2023-05-26_14-15-09.png

    NOTE: The Show Client filter on Calendar and Agenda setting is set to No by default. When it is set to NO, the Include archived clients in Calendar Client setting is hidden. 
    2022-10-11_14-28-18.png

  5. Scroll down and Click Save Preferences.

    2023-05-26_15-38-24.png

Understand Calendar Preferences

  1. First/Last hour of each day
    • Select the first and last hour that will appear on your Calendar. This doesn't necessarily mean that this is the first or last hour you can book and Appointment, it just means that by default these are the hours that will display on your Calendar.
  2. First day of the week - set Sunday or Monday as the first day of the week.
  3. Default schedule view - Set which Calendar view you see first when you get to the Calendar.
    • Agenda - Directs you to the Week Calendar view. 
    • Staff - Shows each Staff Member's Calendar for Today's Date.
    • Day - Shows what is scheduled for Today's Date.
    • Week - Shows Monday - Friday (or Sunday depending on preferences set below).
    • Month - Shows the entire month for the current month.
  4. Time scale in minutes - Set the time scale your Calendar will display.
    • i.e. Setting your time scale units for 5 minutes allows you to schedule an Appointment using 5-minute increments.
  5. Staff members per page - Allows you to choose how many Staff display in Calendar view.
  6. Cascade display of events - Allows you to choose whether Calendar Appointments stack or cascade when displaying Appointments scheduled at the same time.
  7. Hide days - Hide the weekend from you Calendar. You will not see these days or any Appointments scheduled on these days.
  8. Allow booking multiple appointments in same time slot 
    • YES allows for double booking Client Appointments on your Calendar.
    • NO blocks double booking for Client Appointments on your Calendar.
  9. Show Client filter on Calendar and Agenda.
  10. Include archived service types in Calendar Service Types Filter - Allows you to display archived service types in the calendar filter. 
  11. Staff member display order - Arrange how you want to see Staff Members in the Staff View. You can click and drag the names into desired order.

    NOTE: After you Save Preferences you must refresh the page to see changes made to Staff members display order. 

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