How to add a scheduling restriction for assistants and analysts

This guide offers a straightforward method for implementing scheduling restrictions for assistants and analysts, ensuring that appointments are not booked during their unavailable times. It provides step-by-step instructions for accessing profiles, adding restrictions, and filling out necessary information accurately. By following this guide, users can effectively manage appointment schedules and enhance operational efficiency in their appointment management system.

A restriction for therapists is a rule implemented in the appointment management system that prevents therapists from scheduling sessions on a specific date or time. This restriction is used to avoid booking appointments during unavailable times, such as days off or hours blocked for other commitments.

  1. To add a new restriction, access the profile of the assistant or analyst who requires it. Then, click on the "Restrictions" button located at the top of the screen. To add a new restriction, use the plus symbol located in the top right corner of the screen.

2. To complete the process of adding a new restriction, you need to fill out the required information, as shown in the following image.

  • The "Start Date" and "End Date" fields correspond to the timeframe during which the analyst, assistant, and client will maintain the restriction.
  • In the "Description" field, you can justify the reason for the applied restriction.

After entering all the required data, press the "Save" button located at the bottom of the form

The date marked as "End Date" corresponds to the date when the restriction will no longer apply, meaning that on that day, the therapist will be able to schedule a session with the client. You must set the "End Date" to the day after the restricted date.