Setting Up the Scheduler

All Scheduler setup is completed in AcuityLogic Admin (if needed, you can also set up resource schedules and service templates in AcuityLogic POS). You must set up the Scheduler to schedule appointments in AcuityLogic POS or AcuityLogic BackOffice.

Scheduler settings are configured at the company, office, and employee levels. This table provides a checklist for you to follow to ensure that you have set up the Scheduler according to your practice’s needs:

Completed	Task	Where to Complete
Company Settings
	Set up or review the four appointment-related settings in the Scheduler Fields menu in the Company Information window.	To record company information
Office Settings (Repeat for each office that uses the Scheduler)
	Make sure that the Retail check box on the Office Information window is selected.	To add or modify office information
	Set up or review office hours.	Setting Up Office Hours
	Set up or review appointment preferences.	Setting Up Appointment Scheduler Preferences
	Set up or review appointment services.	Setting Up Appointment Services
	Set up or review appointment reminders.	Setting Up Appointment Reminders
Resource Settings (Repeat for each resource that you schedule)
	Set up or review the resource’s profile and fill out the appointment-related fields.	To add or modify an employee
	Set up or review the resource’s schedule for each location where he or she works.	To set up resource schedules
	If needed, set up or review service templates for the resource for each location where he or she works.	To set up service templates
	If the appointment duration (exam minutes) for the resource is different on different days of the week, set up or review the resource’s exam minutes.	To override a doctor’s exam minutes by day

Setting Up the Scheduler

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