Configure Schedule Settings


Published May 15, 2026 · Updated Sep 21, 2026 9:23 PM

Set the company time zone, calendar week, visit reminder, and seven-day operating schedule required by onboarding.

onboarding schedule settings timezone operating hours

What this completes

Schedule onboarding is based on a valid company time zone, a first day of the week, an upcoming-visit reminder value, and operating-hour records for all seven days. Closed days are allowed.

Configure the schedule

  1. Open Schedule Settings.
  2. Under General Settings, choose the first day of the week and the business primary time zone.
  3. Set Upcoming Visit Reminder from 0 to 336 hours before the visit.
  4. Select Save Settings.
  5. Under Scheduling Hours, mark each day open or closed and set start/end hours for open days.
  6. Select Save Scheduling Hours.
  7. Return to Onboarding and confirm Configure Schedule shows Done.

Calendar buffers are not part of the current onboarding requirement.

If it does not complete

  • Make sure both sections were saved; they use separate buttons.
  • Confirm a valid time zone is selected.
  • Ensure all seven days appear in Scheduling Hours, including closed days.

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