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Managing Your Availability

Availability controls when clients can book with a clinician. Configuring it correctly keeps your calendar accurate, protects personal time, and ensures online booking requests only appear in valid windows.

Creating a new availability block in WithinEHR

How to Set Your Availability​

  1. Select Schedule on the navigation pane.
  2. Click Create at the top right of your screen.
  3. Select the Availability tab.
  4. Fill in the required fields — clinician, location, days, start time, and end time.
  5. Click Save Availability.

Steps to Update a Clinician's Availability​

  1. Go to the Schedule or Calendar tab.
  2. Click Create and select Availability.
  3. Confirm you are editing the correct clinician's calendar.
  4. Choose the Location where this clinician will be available.
  5. Set the weekly working hours — days, start time, end time, and recurrence.
  6. Click Save Availability.

Default Availability Behavior​

If a clinician has not created personal availability blocks, the practice's operational hours serve as their default booking window. Once a clinician adds their own availability, those clinician-specific rules take priority and give you more precise control over when they can be scheduled.

Tips​

  • Create separate availability blocks for different locations or services (e.g., mornings in-office, afternoons telehealth) to make scheduling more efficient.
  • Use out-of-office events for vacations and one-off changes rather than editing your base availability each time your schedule shifts.