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Managing Columns and Views on the Appointment Book

Switching Between Practitioner View and Resource View

By default, the appointment book shows a column for each practitioner. If your clinic uses resources, you can switch to resource view to see a column for each room or piece of equipment instead.

  1. Go to the Appointment Book and select the settings cog in the bottom left corner.

  2. Turn on Enable Resource View.

  3. Use the practitioner | resource switch at the top of the appointment book to move between the two views.

This setting applies to your own login only. Learn more about resource view.

Filtering Appointment Book Columns

To display the appointment book for a specific business, profession or practitioner, select the name in the list.

If you wish to filter to multiple businesses, professions or practitioners, use the checkboxes shown when hovering over options in the list, and then select Apply.

In resource view, you can filter by Business and Resource instead.

Changing the Order of Business and Practitioner Columns

To manage the order of practitioner columns displayed on the appointment book, go to Settings > Appointment Book > Column Order

The column order will apply to all users within your PracSuite subscription.

Select Edit.

Changing the Order of Businesses

Start by setting the preferred order of your Businesses.

Use the drag handle to set the order by dragging and dropping each Business. You can also use the up/down arrows displayed on the right-hand side.

Changing the Order of Practitioners

Below the grid will all Businesses, you will see a grid per Business containing the practitioners available at that Business.

Use the drag handle to set the order by dragging and dropping each Business. You can also use the up/down arrows displayed on the right-hand side.

Click Save to finalise your changes.

In resource view, columns follow the order of your resources in Settings > Appointment Book > Resources.

Hiding Businesses and Practitioners in All View

Each PracSuite user can choose to show/hide practitioner columns on the appointment book, which will only affect their individual user login.

These settings will apply when the appointment book filters are set to All, but you can still use the drop-down menus to select a specific practitioner when you need to.

Go to the Appointment Book and select the Settings Cog in the bottom left-hand corner.

Under Display, select Manage Columns.

In the popup that appears, you can choose to show/hide whole businesses or selectively show/hide individual practitioners at each business.

Select Save to finalise your preferences.

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