Calendar Master List and Short List

The OutSmart Calendar gives you access to the calendars of all practitioners across all offices you’re connected to. As an office administrator, you have unrestricted access to all these calendars. Practitioners, however, can only view their own calendar and those of other practitioners who have granted them access. The entire list of calendar that you have access to is called the Master Calendar List.

For larger clinics with dozens of calendars, the Calendar Shortlist is an essential tool. It’s a personalized subset of the Master Calendar List, making the calendar interface cleaner and easier to manage.

Setting Up Your Shortlist

To create your own Calendar Shortlist, follow these steps:

{% stepper %} {% step %}

Open the Calendar

Open your OutSmart Calendar. On the left side, you’ll see your current list of calendars. By default, this list includes all practitioners and rooms in your current office. {% endstep %}

{% step %}

Access The Master Calendar List

Click the “More Calendars” link at the bottom of the Shortlist list to open the Calendar Master List. This master list contains every calendar you have access to across all connected offices.

Click "More Calendars to
access the Master Calendar List

{% endstep %}

{% step %}

Select the calendars you want in your Shortlist

From the master list, select the calendars you want to include in your shortlist.

The Master Calendar List is a list of all calendars
available to you. Check off the ones you want to
include in your shortlist.

{% endstep %}

{% step %}

Close The Master Calendar List

When you’re finished, click the “X” at the top right of the Master Calendar List to close it. {% endstep %} {% endstepper %}

Your shortlist will now be updated on the left of your calendar interface. You can now easily show and hide calendars from this smaller list without the clutter of the full master list.