How do I book a standing appointment?

How do I book a standing appointment?


  1. Go to Appointments
  2. Click the Standing button
    1. Select a Start Date and an End Date
    2. Select a Start Time
    3. Select Every # of days, weeks or months to book the appointments
      4. Example: Start Date is January 1, End Date is January 30 > Book Every 2 Weeks > Search Results display January 1, January 15 and January 29
    4. Select Worker(s) and Service(s)
      1. Note: The system respects required resources for all dates included in the search results.
  3. Click Search
    1. Search window displays dates and times for appointments
  4. Review Status 
    1. Status column notes if the time is available, conflicting or closed.
  5. Select either Book Available or Book All 
    1. Book Available will only book the standing appointments where there are no conflicts or closed statuses. 
    2. Schedule All Dates books all of the results listed, including conflicting or closed times. 
  6. Appointment Notification Pop up will appear, select to Send or Go To Appt Book
    1. Confirm or update the field with the email address and click Send to email a list of the Standing Appointments.
    2. Click Go To Appt Book to skip sending a list of standing appointments.  
Note: The system will automatically adjust Standing Appointment start times for seasonal time changes such as daylight savings to standard time.