What is a planning guide?
The planning guide is a unique feature on ezyVet which allows you to divide your schedules into usable sections to book appointments. For example:
Easily see a staff member’s availability on the calendar.
Block times during which pet owners must not make appointments.
Help pet owners quickly and accurately make appointments with the correct appointment type.
How to configure ‘Planning Guides’?
1. Click on the gear icon on the far left of the screen
2. Navigate to the edit mode and select 'Edit Mode: Planning Guides'.
3. Next, double click the slot you wish to insert the planning guide.
4. There are two ways in which planning guides can be set up.
Option 1: Setting up planning guides for a specific day.
4.1 Set your appointment type.
4.2 Click ‘Save & Close’. Make sure to double-check the start and end times before saving..
Option 2 - Setting up recurring planning guides on a weekly basis.
4.3 Select your
- Start Time and End Time
- Change 'Repeat Frequency (weeks)' to 1
- Add an 'end by' date.
The recurring planning guide entry will reflect on the calendar as follows which can be easily identified by looking for multiple arrow icons.
Setting up planning guides on Vetstoria
1. Book with white slots / free slots:
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