Scheduler

The Scheduler shows the appointments of many employees and rooms side by side, so you can find a free time and book it for anyone. It's designed for practice managers, office managers and reception staff.

Opening the Scheduler

Go to Calendar → Scheduler.

• You need the View Scheduler permission to open it.
• You need the Manage Scheduler Appointments permission to book or change appointments. Without it, the Scheduler is read-only and the + New Appointment button is hidden.

See Calendar and Scheduler permissions.

If the Scheduler isn't in your Calendar menu, it may not be switched on for your organisation. Contact the Customer Success Team at support@casemanager.biz.

Using the Scheduler

• Scheduler views and filters: choose a view and layout, and choose which employees, rooms and statuses to show.
• Booking and moving appointments: book appointments for any employee, and drag appointments to a new time, employee or room.