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Accessing the Tool

Access the Specialist Profile under Specialist Setup from within the Admin Dashboard.

Specialist Profile - Basic Information

Within the Specialist Profile, you will be able to view and edit (if enabled) the following general information fields:

  • First Name and Last Name (predefined and set by the Administrator)

  • Display Name: How your name will appear throughout the system settings

  • Email Address (required field)

  • Phone Number (required)

  • Gender (optional)

  • Description: Information about you that will assist members in deciding whether you are the right fit for them or simply your job title

  • Active Start Date: The date you will become active and appear within the schedule as available for booking. 

  • Configure active end date? checkbox: On this date, the specialist will no longer appears on the schedule as available for booking. Check this box to set the active end date. Leave this box unchecked if the specialist is to remain on the schedule indefinitely for booking. 

  • Active End Date: The date the specialist is no longer available for booking. 

Additional Resources

To learn more about the Specialist Profile, please visit the following articles:

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