Using the Closures and Holidays Feature

To use the Closures and Holidays option to close the diary for specific days:

  1. In the Planner, click View and select Closures and Holidays.  The Holidays window is displayed.

  2. Select Whole Clinic or the individual performer's name from the Local Dentist or Clinic drop-down list.

    Note: Selecting a dentist will show only their holidays and not clinic closures. Select Whole Clinic to view clinic closures.

  3. Navigate to the month and year.

  4. Click the date and select Closed.

  5. You can select only one day at a time.

Note: For Multi-Clinic users, if the user is a System Administrator or has Clinic Additional Access Rights and has an opening hour pattern split between locations, they are prompted to select if they want to apply the selected pattern across all available clinics for the given date.

To use the Closures and Holidays option to postpone appointments:

  1. In the Planner, click View and select Closures and Holidays.  The Holidays window is displayed.

  2. Select Whole Clinic or the individual performer's name from the Local Dentist or Clinic drop-down list.

  3. Navigate to the month and year.

  4. Click the date and select Cancel Appointments.  The Cancel Appointments For A Day window is displayed.

  5. Select All Treatment Providers or the individual performer's name from the Treatment Provider drop-down list.

  6. To postpone a single appointment, select the appointment in the list.

  7. To postpone multiple appointments, select the first appointment.  Press Ctrl on the keyboard and then select all the appointments that are to be postponed.

  8. To postpone all appointments, select the first appointment in the list, hold the left-mouse button and drag down to select all appointments.

  9. Click Cancel Appointments.

Note: For Multi-Clinic users, the Cancel Appointments sub-screen defaults to the Logged-in Clinic, but if the User is a System Administrator or has Clinic Additional rights access, the other Clinics allowed by those permission types will be available in a dropdown without the user having to log out or switch clinics.

Related Topics

Areas of the Planner

Books and Overviews in the Planner Window

Using the Parking Lot

Viewing More Books

Adding a Diary Note

Editing a Diary Note

Deleting a Diary Note

Using Today's Opening Times

How to Send Recalls

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