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Set primary managing office and allow scheduling across locations

For Front Desk NX scheduling, you designate a primary managing office for the staff member and associate  staff member with the locations where they work so they appear in the list of available staff at those locations. 

Designate a primary managing office for the staff member and allow for scheduling appointments across all locations where they work.

  • The staff member's primary managing office is the default facility selected in the Front Desk NX calendar. 
  • The staff member's managing offices are the facilities available for selection in the Front Desk NX calendar. 
  1. Go to Agency > Staff & Security > Staff Information > Staff Profiles with Security.
  2. Click Select Name and search for and select the staff.
  3. Click Actions and click Open Form.
  4. In the Worker Profile section, enter the staff member's managing offices.
    Note: These are the facilities that display in the Facilities drop-down in the Front Desk NX calendar.
  5. Click the Allow Front Desk Scheduling Across Locations check box to allow the staff member to have appointments scheduled at any location where they work.    
  6. Click Save.

 

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