The purpose of this article is to help you:
- Enable the automatic schedule sender
- Set up your preferences for sending out the schedule
Send Schedule Automatically Settings
To set up the "Send Schedule Automatically" section under your Provider Store Options go to:
Settings > General > Store Options > Provider
Click the plus sign icon to expand the "Send Schedule Automatically" section.
Would you like to enable the send schedule automatically feature?
- Pick "Yes" to enable sending the schedule automatically.
- Pick "No" to disable the schedule from being automatically sent out.
How would you like to send the schedule?
- Daily - The schedule will be sent out once per day.
- Weekly - The schedule will be sent out once per week.
Select a day and time to send the schedule.
Check the boxes next to the industries you would like to enable this feature for.
Remember to Save!
If you have made any changes, remember to click the blue "Save" button at the bottom left corner of the page to update your settings.
Your automatic schedule sender has now been activated.
Activate the "Send Schedule" Notification
Next, ensure that the "Send Schedule" email notification has been enabled before sending out the schedule automatically. You can do this by going to:
Settings > Notifications > Emails > Provider > Schedule & Settings
Manually Sending Out Schedules
If you would ever like to manually send out the schedule to your providers, please go to:
Bookings > Upcoming Bookings
Click the blue "Send Schedule" button towards the top of the screen.
Inside the "Send Schedule" pop-up window, select the schedule dates using the calendar boxes.
Next, select "All Providers" to send the schedule to all providers will bookings for the selected times, or pick "Specific Provider(s)" if you would like to just want to send out the schedule for one or a few providers.
All bookings for the selected dates and providers will be displayed in the bottom section of the window.
Click the grey "Print" button to print a copy or save a PDF of the schedule, or click the blue "Send" button to send the schedule to all of the selected providers.