Learn how to create a job for automatically scheduling subject appointments!

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Auto scheduling is only available for Subject Groups that have a booking option for a free Session Package

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How to Set Up Auto Scheduling for a Job:

Create, copy or edit an existing job

Complete the job information, including the job name, location, date, times, and setups

Under Subject Groups, select the subject group you want to auto schedule

Click to ‘Add Auto Schedule Time Window’

Specify the time window during which subjects should be scheduled

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Multiple time windows can be added if you want to include breaks or periods when auto scheduling should not apply.

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Enable notifications if you want subjects to receive alerts about their appointments

Click ‘Save’

Navigate to ‘Subject Groups’ and select the group you want to auto schedule

Select the ‘Sessions’ tab and then ‘Auto Scheduled Sessions’

Click + Auto Schedule Sessions

The table will display all subjects who haven't yet booked appointments

Choose to schedule all subjects at once or select individual subjects to schedule

Select Session Package (Only free session packages can be scheduled with auto scheduling)

Select the job, or if it's already selected, click 'Auto Schedule' to continue

The system will automatically schedule appointments for each subject according to the session duration and setup times specified in the job