This article will cover the specific appointment-related program options you will find within the program settings.
For information on any other program settings please navigate here.
This article covers the following topics:
Appointment Options
Within the appointment options section of program settings you will find various settings to customize appointments as well this is where the option to enable appointments lives.
Scheduling Mode
Within this section, you will indicate whether or not you would like to enable Appointment Options for the program. Below you will find descriptions for the Scheduling Mode options.
- Off: Indicates you do not wish to track any appointment options for the program
- Date: Allows you to track basic day availability for the program. These would be the days of the week that you're open. The exceptions section will allow you to block off specific days, like holidays.
- Date & Time: Allows you to track basic day and time availability for this program. These would be the days and hours of the week that you're open. The exceptions section will allow you to block off specific time periods, like a lunch hour.
- Caseloads: When selected, you can track the day and time availability for this program, but also set a restriction on how many appointments you want to book within a certain number of minutes. This would be the days and hours of the week that you’re open and the number of appointments within a number of minutes you’d like to schedule (e.g. 5 appointments every 30min). The Exceptions section will allow you to make exceptions where you increase your capacity on certain days or time periods.
- If you have selected Caseloads you will see an option for Enforce Caseload appear this allows you to enforce the caseload setting you have applied so that people will not be allowed to overbook appointments.
Closure Dates
Within Appointment Options, you will see a red button Add Closures this allows you to specify dates you will be closed and will not allow appointments for that full day.
NOTE: There’s a little question mark icon beside each option. If you hover over it, it will describe what checking off the option would do.
Do Not Allow Settings
Within the appointment settings, you will see two checkboxes you can select. Each is dependent on whether you utilize CNCT or an external program with our API.
Do Not Allow CNCT Appointments
This setting ensures that a specific program will not appear within CNCT as an option for online booking.
Do Not Allow API Appointments
This setting is for organizations that use our Clients and Appointments API separately from CNCT. If you utilize our API in an app or third-party connection when this is checked off this program would not appear as an option in the API. But would still appear in CNCT unless Do Not Allow CNCT Appointments was selected.