Setting up planning guides using ezyVet

What is a planning guide?

The planning guide is a unique feature on ezyVet which allows you to divide your schedules into usable sections to book appointments. For example:

• Easily see a staff member’s availability on the calendar.
• Block times during which pet owners must not make appointments.
• Help pet owners quickly and accurately make appointments with the correct appointment type.

How to configure ‘Planning Guides’?

1. Click on the gear icon on the far left of the screen 

2. Navigate to the edit mode and select 'Edit Mode: Planning Guides'.

Note: If the “New Calendar Experience” toggle is enabled, the gear icon shown above will not be available. Instead, you can access “Planning Guides” directly from the dropdown menu.

 

3. Next, double click the slot you wish to insert the planning guide.

4. There are two ways in which planning guides can be set up. 

Option 01: Setting up planning guides for a specific day.

4.1 Set your appointment type.

4.2 Click ‘Save & Close’. Make sure to double-check the start and end times before saving..

Option 02 - Setting up recurring planning guides on a weekly basis.

4.3 Select your

• Start Time and End Time
• Change 'Repeat Frequency (weeks)' to 1
• Add an 'end by' date.

The recurring planning guide entry will reflect on the calendar as follows which can be easily identified by looking for multiple arrow icons. 

Setting up planning guides on Vetstoria 

1. Book with white slots / free slots: 

a. Method 1: Navigate to appointment types >> Scheduling templates >> leave the value under "Scheduled Appointment Type or Reason" as "None".



b. Method 2: Navigate to appointment types >> Scheduling templates >> select "Any Non-Templated Slots" under "Scheduled Appointment Type or Reason".
 

2. Book with Planning Guide slots: 

Navigate to appointment types >> Scheduling templates >> Click on the "Sync Scheduling Templates" button at the bottom of the screen >> Under the "Scheduled Appointment Type or Reason" section, select the desired planning guide. 
 



3. Both White Slots & Planning Guide Slots: 

Navigate to appointment types >> Scheduling templates >> Click on the "Sync Scheduling Templates" button at the bottom of the screen >> Under the "Scheduled Appointment Type or Reason" section, select the desired planning guide as well as the "Any Non-Templated Slots" option. 
 

If you have any questions or if you need further help, please use the 'submit a request' form linked at the top of this page to reach out to our support team.