To set up your Bookings Calendar in MedAdvisor for Pharmacy, you will need to complete the set-up wizard. Please follow these steps:
- Select Setup online bookings in the bottom left-hand corner of MedAdvisor for Pharmacy
Please note: You must complete the set up before your old booking calendar/s are discontinued. You will see the amount of days left to complete your set up.
- Under Bookings and calendar setup, select your booking option e.g Use MedAdvisor for Pharmacy for online bookings (recommended) and select Continue
- Step 1 - Set up your current locations. Select the dropdown next to each of your existing calendars to name. You may select from the following options:
- Location (recommended)
- Service (recommended)
- Other
Please note: MedAdvisor will suggest which option should be selected under the We Suggest heading
- Location - Select Confirm or select Dismiss calendar to set up the location at a later time.
OR
- Service - Enter details (including and select Confirm
- Step 2 - Add new or edit your locations
Your existing calendar locations will be visible. Select Add a location to create a new calendar/resource (as required)
- Select Continue
- Step 3 - Add services to your locations
Your locations will be visible with the current services that are assigned to each location. Update these services by selecting or deselecting each service.
- Select Save and continue
- Step 4 - Add staff members to your services
The updated calendar allows you to assign specific staff members to each service. You must have at least one staff member. Select Add a staff member
<image add staff member button>
Please note: Services without a staff member cannot be booked
- Enter the Staff name
- Select Availability range
- Add any public holidays by selecting Holiday/ Away and adding the dates the staff member is not available
- Add/update when the staff member is available to perform services
- Add any breaks by selecting the + icon
- Select which services the staff member can perform e.g Flu Vaccinations
- Select Save
- Select Add another staff member and repeat the above actions in Step 4 for each staff member.
- Select Save and continue
- Step 5 - Review bookable services in your pharmacy
Review the service names, locations and performing staff who are available for each service and location
Please note: For bookings to be available, each service must have a location and a staff member assigned.
- Select Publish your online bookings