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  2. Calendar & Appointment Scheduling

How to manage appointments – For Staff Role

Check appointments easily by connecting external calendars, ensuring sync with your Upvio calendar to avoid double bookings. Manage appointments in Calendar view, Staff accounts, or the Patient profile.


Upvio has 4 Roles;

Owner - can manage the overall business settings

Admin - can manage the business excluding payment settings

Staff - view and manage their own profile, appointments and working hours

Manager - can view and manage their own profile, as well as certain staff profiles, appointments, and working hours. The access granted depends on the selected staff member you designate to manage specific profiles.

Developer - can view the developer portal

In the Calendar, you can choose to view it on a daily, weekly, monthly, or resource basis. To modify or update upcoming appointments, please refer to these steps:

  1. Select the desired view.
  2. Pick the appointment you wish to manage.
  3. Specify the date, time, and duration
  4. Click Save Changes