Edit a Scheduling Group

Creation date: 6/10/2026 1:26 PM    Updated: 6/10/2026 1:59 PM

Overview

This article helps you update an existing scheduling group. You may need this when the group name, description, appointment type groups, resource group, location group, or icon changes.

Before you begin

  • You need at least one scheduling group.

Steps

  1. Click Config.
  2. Click Scheduling.
  3. Find the scheduling group you want to update.
  4. Click Edit.
  5. Update Name.
  6. Update Description if needed.
  7. Update New Visit Appointment Type Group if needed.
  8. Update Established Visit Appointment Type Group if needed.
  9. Update Appointment Resource Group if needed.
  10. Update Appointment Location Group if needed.
  11. Update the icon if needed. 
  12. Click Save.
  13. Confirm that the dialog closes and the updated values appear in the list.

Troubleshooting

  • If the changes do not appear in the list, then refresh the page and reopen the group.
  • If Save does not work, then check that all required fields still have values.