The Hide Sessions feature allows you to block parts of a practitioner's session from showing as available online.
You can use this to quickly take availability offline (e.g. if a doctor calls in sick) or to hide times that you may want to only be booked by the practice or by phone (e.g. walk-ins or weekend slots).
This guide will show you how to hide a session from being visible to be booked online via the HotDoc Dashboard.
Best Practice, Medical Director (Pracsoft), Zedmed
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In this article |
How to hide a session in 'Hide Sessions'
How to hide a session in the "Availability Calendar"
Please note, this feature is not available for practices using Genie
How to edit or delete a hidden session
You can edit or delete a hidden session from both the Bookings > Hide Sessions section of the Dashboard, or Bookings > Availability section of the Dashboard. See below to see how to do this:
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You can edit or delete a session by clicking on the red block in the practitioner's sessions:
Example from Hide Sessions section of Dashboard
Example from Availability section of Dashboard)
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To edit an existing hidden session, click on the red block and adjust the details accordingly, then press Save
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To delete an existing hidden session, click on the red block and select Delete Session, then press Save. The red block will then be removed from the calendar.
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To edit an existing hidden session, click on the red block and adjust the details accordingly, then press Save
Helix, Genie, Optomate, Cliniko, coreplus, Nookal
How to hide a session in the Dashboard
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Log in to the HotDoc Dashboard and go to Bookings > Hide Sessions.
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Select the practitioner from the drop-down list.
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The green blocks represent the practitioner's active session setup in your appointment book. Click on a block to select a time or click and drag within the calendar to select a larger amount of time.
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You can then adjust the duration, choose how frequently this will repeat (daily, weekly, fortnightly or monthly), add an end date (or keep forever) and add a description for this hidden block. Once you have finalised the settings, press Save.
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Once saved, you will see the block appear in red on the calendar like below:
How to edit or delete a hidden session
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Once you have selected the practitioner, you can edit or delete a hidden session by clicking on the red block:
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To edit an existing hidden session click on the red block and adjust the details accordingly, then press Save
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To delete an existing hidden session, click on the red block and select Delete Session, then press Save. The red block will then be removed from the view.
Dental 4 Windows, HotDoc Calendar
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In this article |
How to hide a session via the Calendar
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Log in to the HotDoc Dashboard and go to Calendar.
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Navigate to the date of the session that you wish to hide:
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Ensure that the practitioner that you want to update is visible via the Settings tab:
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Click the grey 'X' next to the appointment slot that you wish to hide:
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The hidden slot will then turn grey in the Calendar. If you wish to hide more than one slot, click on the hidden session:
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You can then adjust the duration, choose how frequently this will repeat (daily, weekly, fortnightly or monthly), add an end date (or keep forever) and add a description for this hidden block. Once you have finalised the settings, press Save.
How to hide a session via Bookings settings
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Log into the HotDoc Dashboard and go to Bookings > Hide Sessions.
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Select the relevant doctor from the drop-down list.
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The green blocks represent the practitioner's active session setup in your appointment book. Click on a block to select a time or click and drag within the calendar to select a larger amount of time.
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You can then adjust the duration, choose how frequently this will repeat (daily, weekly, fortnightly or monthly), add an end date (or keep forever) and add a description for this hidden block. Once you have finalised the settings, press Save.
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Once saved, the calendar on the Hide Sessions page will update to display in red the times that have been hidden:
You can also create hidden sessions in the Bookings > Availability section of the Dashboard. For more information please see: How to use the Availability Calendar ⓘ Please note
How to edit or delete a hidden session
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Once you have selected the practitioner, you can edit or delete a hidden session by clicking on the red block:
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To edit an existing hidden session click on the red block and adjust the details accordingly, then press Save
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To delete an existing hidden session, click on the red block and select Delete Session, then press Save. The red block will then be removed from the view.