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I-Clarity Hub - Knowledge Base - Locking And Unlocking Clinic Times - Enterprise

Locking And Unlocking Clinic Times - Enterprise

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I-Clarity Version: Enterprise
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You can now lock and unlock clinic times within the diary. This is a separate feature to reserving appointments.

Locking an appointment is designed to make it difficult to book an appointment in to that slot, with only the user who has locked it/ the user whose clinic it is/ a super user able to unlock it. In this respect a locked appointment is for blocking out time in the clinic that isn’t intended to be booked into, this could be for training, a visit from a rep, or lunch.

Locking An Appointment

To lock an appointment, right click the appointment and select 'Lock Slot & Make Unbookable'.

You can then make Reserved notes to show in the diary why the time slot has been locked.

After clicking 'OK', the locked slot now displays in the diary with the relevant note.

Unlocking An Appointment

The only users that can unlock a locked slot are the user that locked, the user whose clinic it is or a super user.

To unlock a slot, right click the locked clinic slot and click 'Unlock Slot and Allow Booking'.

An Unlock Appointment pop up will appear. If you are one of the three allowed users who can unlock the slot, you can enter your password and click 'Unlock'. This will then make the appointment slot available in the diary.

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