The Scheduling Hub in NikoHealth allows you to manage availability for both team members and service centers, ensuring your Calendar reflects accurate working hours and scheduling constraints. By configuring schedules and time blocks, you can control when appointments can be booked and prevent conflicts across your organization.

Note: before you can manage user schedules, you must have the Enable Scheduling box checked in your teammates profile. For more information, visit our help article on how to Enable Scheduling for Teammates.

To manage schedules, navigate to Management tab. On the left panel, you'll see Scheduling Hub.

From here, you can manage:

User Schedules define when individual team members are available for appointments.

To update a user’s schedule, select User Schedules in the side panel. At the top of the calendar panel, choose the specific team member.

In the Calendar pane, each day will show a green clock icon in the upper right hand corner. Clicking on this clock allows you to:

To schedule working hours for the Team Member, click Add working Hours. Complete all required fields.

The Departure Address and Arrival Address will help the system estimate travel times for the team member.

After you save the new working hours, you'll see a green area in the calendar pane indicating the person's availability.

To edit the working hours at any time, click in the green panel.

Instead of manually creating working hours for each day, you can easily copy what you have already set up. You can copy a day's working hours over to additional days. And you can also copy a week's working hours setup to additional weeks.

In the upper right corner of the calendar pane, you can view the calendar by day or week.

If you're on the week view, you can copy that week's working hours setup to be added to other weeks. While on the week view, click on Copy To.

If you're on the day view, you can copy that day's working hours to other days. While on the day view, click on Copy To.

In addition to working hours, you can add On-Call hours for a team member. Click on the green clock and select Add On-Call Hours.

Complete the required information and save.

If a user's working hours have been added, but you want to block them out for a specific time period, you can create Time Blocks.

Note: time blocks can only be created during a period of time when the user has working hours.

Navigate to a user's calendar where they are showing working hours. Click anywhere on the green area of working hours and choose Create Time block.

Complete the required information in the Time Block details, including a reason for the block. After saving, the time block will display on the Calendar.

Service Center Schedules define when a location is available for appointments. In the left side panel, select Service Centers Schedule. At the top of the calendar panel, choose the specific Service Center.

You can click anywhere in the calendar pane to add working hours for the Service Center, or you can click the Add Schedule button at the top.

Select the date parameters you want to set up for this Service Center. You can set a start-end schedule and repeat that schedule on specific days.

Just like user schedules, you can add time blocks to service centers to indicate when appointments should not be scheduled.

Examples include:

Just as with user schedules, you can copy working hours for service centers.

You can copy a day's working hours over to additional days. And you can also copy a week's working hours setup to additional weeks.

Navigate to the day or week view and click Copy To to copy the schedule.

Schedules and time blocks affect availability when scheduling appoints in the Calendar.

When adding a new appointment, after choosing a specific team member for that appointment and entering the date/time, the system will automatically warn you if the team member is unavailable at that time.

Note: you can bypass this warning and continue to schedule the appointment.

You can also use the Find Time button when scheduling a new appointment to populate availability based on schedules that have been set up.

For more information on using the Calendar to schedule appointments, visit our collection of help articles on Calendar and Scheduling.