Schedule parameters

ModuleSchedule

Suggested profileAdministration

PermissionAction AGENDA_PARAMETERS + BLOCKING_REASONS / AGENDA_BRANCHES

StatusValidated

Objective

Configure the operational options that affect the schedule: the reasons shown when creating a block and the branches available to associate with appointments and blocks.

Before starting

• Have the AGENDA_PARAMETERS action enabled for the user.
• Define the reasons or values that the team will use.

How to open the drawer

1. Enter the Schedule module.
2. In the schedule header, click the gear icon that appears to the right of the staff member tabs. It only shows if the user has AGENDA_PARAMETERS.
3. A side drawer opens with two tabs: Blocking reasons and Branches.

Step by step - Manage blocking reasons

1. In the drawer, make sure you are on the Blocking reasons tab.
2. Use the Search blocking reason field to locate an existing reason by name.
3. To create a new reason: click Add. An editable card appears with a color picker and a name field.
4. Choose the color and type the reason name.
5. Confirm with the check icon. If you want to discard, use the X icon.
6. To edit an existing reason: click the pencil icon on the card, adjust color or name and confirm.
7. To delete a reason: click the trash icon. The reason is removed from the list; historical blocks that used it will keep the label they had at the time of creation.
8. When all changes are ready, click Save at the bottom of the drawer. The system confirms with a success toast.
9. If you try to close the drawer with unsaved changes, the system asks for confirmation.

Step by step - Manage branches from the Branches tab

1. Switch to the Branches tab inside the same drawer.
2. Use the Search branch field to filter by name or phone.
3. To add a new branch: click Add, enter name and phone, and confirm.
4. To edit an existing one: click the pencil icon, adjust the data and confirm.
5. To delete a branch: click the trash icon. This action requires the AGENDA_BRANCHES action.
6. Click Save to apply the changes.

Expected result

• The new reasons appear in the Blocking reason selector of the blocks dialog and are painted with their color.
• The new branches appear in the Branch field of the appointment capture modal and in the blocks dialog.
• The drawer shows the date and time of the last successful update.

Common errors

Situation	What to do
The gear icon does not appear	The user does not have AGENDA_PARAMETERS action. Request from administration.
I cannot edit a reason	Verify that the user has AGENDA_PARAMETERS and BLOCKING_REASONS actions.
I cannot edit branches	Verify the AGENDA_BRANCHES action.
The Save button is disabled	There are no pending changes or a save is in progress. Verify that no card is in edit mode.
Closing the drawer asks for confirmation	There are unsaved changes. Confirm Yes, leave to discard them or No, stay to go back and apply Save.
The new reason does not appear when blocking	Refresh the schedule (change view or doctor) so the calendar takes the updated list.

Suggested permissions

• Action AGENDA_PARAMETERS to open the drawer.
• Action BLOCKING_REASONS to create, edit or delete blocking reasons.
• Action AGENDA_BRANCHES to manage branches inside parameters.

Relation with other modules

• Block time: the reasons configured here are the only ones available when creating a block.
• Create appointment: the branches configured here appear as options when registering an appointment.
• Branches and locations: this tab offers quick access; changes also impact the Branches and locations module.
• Notifications and automations: the availability of new reasons can be used in automatic rules.