enabling self-scheduling

Hi ​@kge! Thanks for your question. As far as functionality goes, you are correct that turning on self-scheduling throws a switch at the organizational level so once it’s on, that feature is available to all clients. HOWEVER, individual providers do have some control once the switch is flipped.

For example, let’s take the case of your clinician who wants to use the feature. They would need you to turn that toggle on and then they would still need to go into their Client Portal settings (see article below) to select service types available to clients when scheduling appointments. 

Once any of their clients schedules an appointment, they would receive a notification (either via the Calendar icon or email) and must confirm or decline the Appointment Request (see article below).

But then let’s say you have ten clinicians who absolutely do not want to have self scheduling for their clients. You as the admin, could disable the scheduling feature for the clients of those clinicians at the individual level (see article below). The feature would be on, but those clients would not see the ability to self-schedule from their Client Portal.

In the end, it’s totally your preference, but those are the steps and the options you have. I hope this helps!

Thanks for the response. It would make a lot more sense to have this set up exactly the opposite. I turn it on for the org, then individual providers turn it on for themselves. Alternatively, admin has the change to turn it on for each provider. 

Also, what I think you’re saying is that even though clients have access to the self-scheduler through client portal the second I flip the org switch, they do not have options until the clinician chooses the services available, correct?

Can the clinicians also choose which hours to make available to their clients? And, can providers turn on/off client access or does the admin have to do it?

​@kge it’s not currently possible to limit the self-scheduling to specific hours, only for specific services. You are correct that the clinician has to choose the available services for scheduling to be possible. The ability to turn on/off is limited to admin permissions.