1. Basics

1. Visibility
2. Provider's name
3. Provider's specialty
4. Provider's email
5. Provider's phone
6. Price
   You can add a different price for each provider's service and this will override the global service price for only this provider.
   ex: If you set a global service price 20$ for (Teeth Bridge) and you set a different price for the same doctor's service 35$ so, (Teeth Bridge) will be 20$ for all providers except for this doctor it will be 35$.
7. Service
   You can duplicate the provider row if he/she covers more than one service.

2. General Scheduling

You can set a general scheduling for all your providers.

1. Go to Extensions → Calendaty → Manage All Provider's Schedule

2. • Choose Work from and Work to
   • Add Break times (start form and End in)
   • Choose weekend days.
3. Custom off day(s) (Suitable for Suddenly vacations or yearly occasions)
4. Custom working day(s) (Suitable for custom working times in specific days and repeated weekly)

5. You can exclude/include specific providers if you want to change the general scheduling from Apply Changes to card in the main scheduling screen.
   If you already set a general scheduling information for all providers and you have one provider that have his own custom scheduling. But you want to edit the general scheduling without affecting on him so you can exclude him by uncheck his name from the providers list in Apply changes to

3. Specific Provider Scheduling

You can set a custom scheduling for each providers.

1. You must select a provider by clicking on his/her name in the sheet.

2. Go to Extensions → Calendaty → Manage Schedule.

3. • Choose Work from and Work to
   • Add Break times (start form and End in)
   • Choose weekend days.
4. Custom off day(s) (Suitable for Suddenly vacations or yearly occasions)
5. Custom working day(s) (Suitable for custom working times in specific days and repeated weekly)
6. Pre arrangement day(s) (Suitable for custom working times in specific days and will be deleted after the end date determined)

4. Upcoming Appointments

Receive and manage appointments.

1. You must select a provider by clicking on his/her name in the sheet.

2. Go to Extensions → Calendaty → Manage Schedule → Upcoming Appointments.

3. You can find a data table list with all provider's coming appointments so you can approve, edit or cancel each appointment.
4. Once meeting edited or canceled admin, provider and the client will receive a new email with the new booking information.

5. Provider Login

Not only the admin who can control but also your providers can control their own information.

1. You can ask your providers to login into their settings through this link:
   https://Calendaty.com/[Ref]/my/login

2. [Ref] should be replaced with a custom code that admin can find it in the main schedule page.

3. Each provider will be navigated into a login page, he/she should login with the same his/her email in the sheet.

Calendar View New

Access a Google Calendar-like interface for better appointment management and visualization.

1. Go to Extensions → Calendaty → Manage Schedule → Upcoming Appointments.

2. Switch between Table View and Calendar View using the toggle buttons.

3. In Calendar View, you can:

   • Week View: See appointments organized by week with time slots
   • Day View: Detailed view of appointments for a specific day
   • Month View: Overview of all appointments in a monthly calendar
   • Color Coding: Appointments are color-coded by service type
   • Quick Actions: Click on appointments to edit or cancel them
   • Responsive Design: Works seamlessly on desktop and mobile devices

4. Sidebar Features:

   • Search and filter appointments
   • View appointment details
   • Quick edit and cancel options
   • Collapsible sidebar for more calendar space

Provider Integrations New

Enable providers to integrate their calendars and manage their own schedules seamlessly.

1. Google Calendar Integration:

   • Providers can sync their bookings with Google Calendar
   • Automatic appointment creation in Google Calendar
   • Real-time availability updates
   • Two-way sync for comprehensive calendar management

2. Zoom Integration:

   • Automatic Zoom meeting creation for online appointments
   • Meeting links sent to clients automatically
   • Provider-specific Zoom account integration
   • Seamless video conferencing experience

3. Google Meet Integration:

   • Alternative video conferencing option
   • Automatic meeting link generation
   • Integration with Google Workspace accounts

4. Setup Instructions:

   • Go to Extensions → Calendaty → Manage Schedule → Integrations
   • Click "Authorize" for the desired integration
   • Follow the OAuth process to connect accounts
   • Configure integration settings and preferences
   • Test the integration to ensure proper functionality