Practice Management on Embodia - Part 2: Scheduling - Practitioner permission to view and manage colleagues' schedule

The actions described in this lesson require a Manager permission on your clinic.

You can allow practitioners in your clinic to see a “read-only” version of their colleagues' schedule.

By default, this is disabled. The clinic manager can enable this by clicking on the Settings tab in the top nav bar, and then on Practitioner permissions under the My clinic section.

Click on the Edit icon next to the practitioner for whom you would like to give permission. Change Viewing colleagues' schedule to Grant permission.

If you would also like to give them permission to manage colleagues' schedule (booking and cancelling consults), you can also grant them the Managing colleague's schedule. If you want to restrict these permissions to only a few colleagues, you can select which practitioners' schedule you would like them to be able to view and manage. Then click Submit.

Once a practitioner has permission to view their colleagues' schedule, in the calendar, they can click on the custom view icon, and select up to 10 practitioners to view their schedule at once: