In this document, we will customize the Clinic Appointment Rule to the individual provider's schedule.  Please see Schedules, Clinic Appointment Rule before continuing.

1.  In Settings, Schedules, click on the provider's name.

2.  Since we have already configured the provider's General Schedule Settings and Advanced Schedule Settings in a previous document, we will click and expand on Appointment Types & Rules.

3.   Now click on Rules tab, check the box next to Advance Booking rule that was created previously.  Click on the Options button(circled) to customize.

  • Dr. Lau's customized appointment rule.

4.  Customize The Individual Provider's Appointment Rule

  • Most of the information is taken from the Clinic Appointment Rule that was created previously.
  • Review the setting and customize for the provider if necessary.
  • Click Save Changes to commit.