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.
- Go to Agency > Staff & Security > Staff Information > Staff Profiles with Security.
- Click Select Name and search for and select the staff.
- Click Actions and click Open Form.
- 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. - 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.
- Click Save.
