When adding a new practitioner, a few things need to be arranged before they are available for online bookings.
Assign or create a user role with the right permissions to the user account
Add the physician to the (online)services.
Add working times in the Staff Planner.
Open online availability.
Manually open availability in the calendar (one-off).
The correct user role and user account
The user has to have a practitioner user role. Learn how to create a practitioner role by clicking the following link: Quickstart guide user roles.
When creating the new user account, you can assign the correct user role to the user account.
Assign practitioner to services
Next, you will have to assign the practitioner to the (online) services. Navigate to Menu > Clinics Settings > Services, select the services, and scroll down to the locations. Here you can select the users for the consultation, treatment, video consultation, etc. at each location.
Add working times
Before opening online availability, make sure the practitioner has working times entered in the Staff Planner, for the correct location. Without working times, the practitioner will not appear in the online scheduler, even if the previous steps have been completed correctly.
First time enabling online scheduling
If this is the first time you enable online scheduling, start by allowing online availability. Learn how to do this in Open online availability: automatic vs manual. Once you have opened online availability, bring down the days ahead to 1 and then go to your calendar to manually open your availability (one-off) by clicking the grey agenda icon directly above the date(s) and selecting "Whole day available."
Already using online scheduling
Entering working times is not the same as opening online availability. When "Automatically open online availability" is switched on, the system opens that window of days for the practitioners in your account at that moment. A practitioner added afterwards is not included in the days that were already opened, so their working times exist while patients still see nothing to book.
If you already use online scheduling for other physicians, please follow these steps: Bring down the number of days to 1 in "automatically open online availability." Click on save. Finally, change "automatically open online availability" back to the original number. Click on save again.
After saving, open the calendar and check that the green availability line now appears on the new practitioner's days.
For more information about opening online availability, please see Open online availability: automatic vs manual
Note: Suspending a user account does not take a practitioner offline. A suspended user can no longer log in, but their availability stays open for online bookings. To stop new online bookings for a practitioner, close their online availability or remove them from the (online) services using the same settings described above. See Suspend a user account for what suspending does and does not affect.