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🌴 Creating temporary office closures 🌴

Need to close your office for a holiday, team training, or any other reason? Here's how to let Annie know your office will be closed on those one-off days so she doesn't schedule patients during that time. 

 

  1. Log into your Customer Portal.

  2. Navigate to Settings
    In the bottom-left corner of the screen, click on Settings, then select Practice Information from the menu.

  3. Scroll to Office Closures and Holidays
    Just below your office hours, you’ll see a section titled Office Closures and Holidays.

  4. Click “Add Closure”
    Enter a description for the closure (e.g., “Memorial Day” or “Team Training”) — this helps Annie provide the right context to patients.

  5. Select the Date
    Choose the specific date of the closure. If this is a recurring closure (like a holiday), toggle Annual on.

  6. Click “Save”
    Once all the information looks good, click Save to confirm the closure.

 

📌 Important Reminder: Make sure to add event blocks to your practice schedule for the same date(s). This ensures Annie doesn't accidentally schedule patients during your closure.