SoftDent: Adding, Editing, or Deleting Holidays from the Scheduler

Document created by chriscornett Employee on Jul 14, 2017
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Problem:

 

How to add, edit, or delete a holiday from the classic scheduler

 

Versions Affected:

 

CS SoftDent Practice Management Software - Versions 7.7 - 14.2.8
CS SoftDent Practice Management Software - Version 16.x.x
    * Does not apply to any version of 15 or 116.x.x

 

Solution:

 

Adding Holidays to the Scheduler

1. Click Scheduler in the main menu bar.
2. Select Holidays.
3. Click Add.
4. Enter a name for the holiday.
5. Enter a date or date range of the holiday. The start and end date should be the same if it is a one day holiday.
6. Click OK to save the changes.

 

Editing Holidays on the Scheduler

1. Click Scheduler in the main menu bar.
2. Select Holidays.
3. Select the holiday to modify.
4. Click Edit.
5. Select the field to edit.
6. Modify the field as needed.
7. Click OK to save the changes.

Removing or Deleting Holidays from the Scheduler

1. Click Scheduler in the main menu bar.
2. Select Holidays.
3. Highlight the holiday that needs to be removed.
4. Click Delete. The message, "Deleting a Holiday... Are you sure?" will be displayed.
5. Click Yes. The holiday will be removed.

 

Additional Information:

 

Holidays such as Christmas Eve, Christmas, and New Years can be marked as "Yearly" since they fall on the same date each year. Other holidays such as Thanksgiving or Easter should not be marked as "Yearly" since they vary in what date they fall on.

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