The Schedule Settings area within the Schedule allows you to personalize your schedule view, optimizing it to suit your preferences. What’s great is that these settings are unique to each Staff Profile, so you can customize your own view without impacting other staff members’ settings.
To begin exploring Schedule Settings, navigate to the Schedule tab and click on the settings cogwheel in the bottom right corner.
This will open a pop-up with three sections to customize your schedule:
- Toggle Appointment States
- Set Schedule Zoom
- Appearance
Toggle Appointment States
Within the Toggle Appointment States section, you’ll find simple slide toggles that allow you to control the visibility of various appointment states in your schedule. This lets you customize your schedule view to ensure you aren’t cluttering your schedule view with items you don’t need visible.
By default, Jane will have All Scheduled items enabled. This would include all Unarrived, Checked In, Arrived, and No Show appointments plus Breaks as well.
Items such as Cancelled, Rescheduled, and Deleted breaks are disabled by default but can be toggled on as per your requirements. This flexibility allows you to customize the level of detail visible in your schedule view.
Set Schedule Zoom
The Set Schedule Zoom section controls how close-up or wide your schedule view is. A lower zoom allows more of your schedule to fit into your device’s view. This setting lets you find the right balance between seeing more appointments while maintaining a clear view of the appointment details.
Appearance
The Appearance section provides additional slide toggles for view settings.
Group by Discipline
Group staff members under their disciplines in the schedule view.
Staff Photos
Show or hide staff photos in the sidebar view.
Show Weekends
Display weekends on your schedule.
Accessibility Mode
Add patterns to appointment colors so they are more distinguishable.
Differentiate Paid and Arrived States
Show paid & arrived appointments in a darker shade of green compared to unpaid & arrived appointments for better differentiation.
These Schedule Settings allow you to personalize your schedule view, ensuring that Jane adapts to your unique preferences as an individual staff member.
If you have any questions about these options or need assistance, please don’t hesitate to Contact Us. We’re always here to help!