Appointments: Add and manage users' settings in bulk
The User Settings Overview allows you to quickly see the booking limits and other settings that are currently in place for all active appointment users in your system. Here you can select multiple users to make bulk changes for several settings. Additionally...
- You can jump into a user's settings page to manage their personal appointment settings there. This is quicker if you need to make several changes but only for a single user, or if you need to change a setting not available through bulk updates.
- An appointment user can customize their personal appointment settings on their own.
To see and manage user settings in bulk:
- Go to Admin > Appointments.
- Select the User Settings tab.
- The User Settings Overview box displays, listing the current settings for each appointment user.
- Use the Columns button to show or hide columns.
- Any column visible by default is an eligible option for bulk updates.
- Use the Search box to quickly find a user.
- Click the user's View/Edit Appointments () icon in the Actions column to manage a user's settings directly on their settings page.
- Use the Columns button to show or hide columns.
- To make bulk updates, click the checkbox in the top row to select all users, or check the boxes by each name to choose individual users.
- Use the Bulk Update dropdown to choose a bulk update option, then select and save its new setting. Available bulk update options include:
- Duration
- Padding
- Book in Advance
- Cancel Appointment
- Booking Window
- File Uploads
- LibStaffer Sync
- Restrict by Email
