Config Tab 11: Setting Providers' Schedules with Availability

Video for this step

The final step in our setup is to give your Providers a schedule of available times to take appointments.

This step is accessed from the Appointiv Calendar tab rather than the Configure tab because we wanted Providers to be able to quickly see and possibly change their schedule without having to navigate to Configure.  

See below for the link location on the Appointiv Calendar tab within Salesforce.

Steps in our Walkthrough Setup 

Step 1 -  Navigate to the Appointiv Calendar tab in Salesforce

Step 2 - Click Manage Availability

Step 3 - Select Thomas Magnum and Main for Set Advisor and Select Office

Step 4 - Tick the boxes next to Monday through Friday 

Click Save & Close

Saving times happens as a background process so if you try to save a second set very quickly you might see this error:

It means that you saved just after saving another set of times.  The system is saving in the background and Salesforce occasionally puts the process on hold if something else is happening that moment.  Just wait a second or a few and try again.  Your data will still get saved.