How does the scheduling template work for setting appointment times?

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    nick.saltsman
    Asked on March 28, 2021 at 06:09 PM

    We are currently using another scheduling software for covid vaccines but would like to move to this platform due to the ability to export a file with all information the patient enters. How do we set the amount of available appointment times (based on number of vaccines we have available) and can we have the system automatically schedule a second appointment for vaccines that require a second dose?

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    Jessica_H
    Answered on March 29, 2021 at 12:33 AM

    Hi nick.saltsman, thank you for reaching us.

    How do we set the amount of available appointment times (based on number of vaccines we have available) 

    You may consider adding limit per time slot,

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    Or you may consider adding limit per day instead.

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    Both choices are available within the Appointment widget.


    can we have the system automatically schedule a second appointment for vaccines that require a second dose?

    We would like to inform you that we have rolled a new feature that will allow you to use Conditional Logic on your appointment widget. It works the same way as to how you would use Conditional Logic. You will need to add an Update/Calculate Field and choose your first Appointment widget.

    Then, kindly add the following formula. You may customize the days as you see needed.

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    Afterward, please choose the second appointment for Summary and choose Start Date or End Date for Property.

    Please give it a try and let us know how it goes.