Colouring the diary to show which appointment types a clinician prefers at each time: painting zones, changing and deleting them, copying and clearing a week, and saving.
Video 4 of 6 in the Diary Schedules series · 2:16
What the video shows
Booking zones colour the diary to show which kinds of appointment a clinician prefers at each time of day. Let's set some up for John Jones. Open Diary Schedules from Utilities, Housekeeping, and choose him from the list.
Then open Booking zones. John already has Mondays set up.
John's pattern rotates over four weeks, so zones are set for each week. Choose the week here. Underneath, it tells you when that week starts.
To add a zone, first choose an appointment type from the coloured buttons. We'll start with Hygiene.
Then drag down the calendar to paint it. Here, Hygiene on Tuesday from nine until half past ten.
Add a few more in the same way. Choose Emergency from the buttons, then paint the half hour straight after Hygiene.
Then choose Follow-on, and paint Wednesday morning, from nine o'clock until eleven. Each zone shows its type and its times.
Zones can't overlap. If you paint over one by mistake, nothing changes, and a message tells you which zone is already there.
Click a zone to change it. A small box opens, where you can change its type, its start and finish times, and add a comment. Let's make Hygiene finish at ten o'clock instead, add a note for the team, Scale and polish, and then close the box.
Copy week copies one week's zones to another, here Week 1 to Week 2. Week 2 already has zones, so it warns you that they'll be replaced. Press Copy.
To delete a zone, right-click it, and choose Delete booking zone from the menu. Here, the Emergency zone in Week 2 goes.
Clear week empties the whole week in one go, but it asks you first. This time we'll answer No, so Week 2 keeps its zones.
Notice the reminder that your changes aren't saved yet, and the Unsaved zones label next to John's name.
Booking zones are only kept when you press Save, the small disk button at the top of the page. The reminder and the label disappear.
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