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How to use 'hide sessions' to block practitioner's availability

Last updated 12 August 2022 02:42   ∙   ~ minute read

The Hide Sessions feature allows you to block parts of a practitioner's session from showing as available online.

It is often used 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, Helix, Genie, Optomate, Cliniko, CorePlus, Nookal

   In this article

  • How to hide a session
  • How to edit or remove a hidden session

 

How to hide a session 

  1. Log into the HotDoc Dashboard and go to Bookings > Hide Sessions. 

    hide_sesh.png

  2. Select the relevant doctor from the drop down list. 

    Screen_Shot_2020-04-17_at_10.29.10_am.png

  3. The green blocks represent the practitioners 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.

    Screen_Shot_2020-04-17_at_10.33.19_am.png

  4. 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. 

    hide_session.png

  5. Once saved, the calendar on the Hide Sessions page will update to display in red the times that have been hidden:

    blc.png

How to edit or remove a hidden session

  1. If you would like to edit an existing hidden session, you are able to do so by clicking on the red block and adjusting the details. If you'd like to remove the block, select Delete Session and press Save.

    del.png

Dental 4 Windows, HotDoc Calendar

   In this article

  • How to hide a session via the Calendar
  • How to hide a session via Bookings settings
  • How to edit or remove a hidden session

 

How to hide a session via the Calendar

  1. Log into the HotDoc Dashboard and go to Calendar.

    Screen_Shot_2022-03-17_at_12.25.22_pm.png

  2. Navigate to the date of the session that you wish to hide:

    Screen_Shot_2022-03-17_at_12.30.00_pm.png

  3. Ensure that practitioner that you want to update is visible via the Settings tab:

    Screen_Shot_2022-03-17_at_12.35.40_pm.png
    Screen_Shot_2022-03-17_at_12.36.03_pm.png

  4. Click the grey 'X' next to the appointment slot that you wish to hide:

    Screen_Shot_2022-03-17_at_12.39.11_pm.png

  5. The hidden slot will then turn grey in the Calendar. If you wish to hide more than one slot, click on the hidden session:

    Screen_Shot_2022-03-17_at_12.40.18_pm.png

  6. 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. 

    hide_session.png

How to hide a session via Bookings settings

  1. Log into the HotDoc Dashboard and go to Bookings > Hide Sessions. 

    hide_sesh.png

  2. Select the relevant doctor from the drop down list. 

    Screen_Shot_2020-04-17_at_10.29.10_am.png

  3. The green blocks represent the practitioners 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.

    Screen_Shot_2020-04-17_at_10.33.19_am.png

  4. 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. 

    hide_session.png
  5. Once saved, the calendar on the Hide Sessions page will update to display in red the times that have been hidden:

    blc.png

 

How  to edit or remove a hidden session

  1. If you would like to edit an existing hidden session, you are able to do so by clicking on the grey block in the Calendar or the red block in Hide Sessions or and adjusting the details. If you'd like to remove the block, select Delete Session and press Save.

    del.png

 

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