Nextech Template Troubleshooting

1.  Does your FIRST AVAILABLE tool provide accurate availability?
   1. Click First Available icon in the tool bar.
   2. Enter a scheduling scenario in which would be available for Online Scheduling.
   3. When the scenario is run, is the availability offered correct & accurate?
2. Does each provider have a linked user?
   1. Select Contacts.
   2. Select Provider by clicking the circle in the top left corner.
   3. Select the appropriate provider from the dropdown menu.
   4. In the bottom left hand corner of the contact specific information box, is there a linked user?  If not, select user from the dropdown menu.
3. Are providers linked to the location template?
   1. Check location templates & make sure all appropriate resources are available for that location.
   • Learn More About Managing Location Templates
4. Does each provider/resource have their own scheduler template?
   1. Check scheduler templates to make sure there is a template for each provider/resource.
5. Are the default durations for appointment types & purposes accurate?
   1. Check the Admin scheduler tab for default durations for each appointment type & purpose that will be available for online scheduling.
   • Learn More about Setting Default Appointment Durations
   • Learn More About Setting Up Purposes
6. Are the locations marked active & managed?
   1. Check the Admin location tab for checked boxes in the top left corner for ACTIVE & MANAGE.
   • Learn More About Active and Managed Locations
7. Are any providers tied to more than 1 resource?
   1. Go to the resource editor & make sure each provider is only tied to 1 resource.
8. “Check Global Settings Preferences” with this content on the page
9. Online Scheduling Set Up Without Templates