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Mark a provider out of office

Out of office closes a provider's calendar for a stretch of time. Click New appointment and pick the Out of office tab (or right-click a day in Month view, or a day heading in Week view, and choose Out of office all day). Choose the provider, the date, and a start and end time or All day; for a week away, turn on Recurring every 1 day. Click Block time. Online booking and the AI skip that time at every location. Turn on Cancel appointments during this time to cancel the provider's visits in it: the preview lists them first, no late-cancel fee is charged, and visits synced from an EHR stay booked. The Out of office email switch (off until you turn it on, per location) emails clients who send a secure message while the provider is out, once per absence, from your verified practice email.

Updated October 24, 20265 min read

Out of office closes a provider's calendar for a time: a vacation, a sick day, a conference. It shows as "Out of office" on the schedule, online booking skips it, and nothing can be dropped into it.

Mark a provider out of office

  1. Click New appointment and choose the Out of office tab. Or right-click empty calendar space: a day in Month view or a day's heading in Week view offers Out of office all day, and a time slot offers Out of office.
  2. Pick the provider (required) and the Date.
  3. Tick All day, or pick a start time and an end time (in 15-minute steps).
  4. For more than one day, turn on Recurring: Every 1 day, Ends after the number of days (the editor calls them visits). Each day becomes its own block. Weekly or monthly repeats work too, for a standing day off.
  5. Add Notes if you like. There's no name to type: the block is labelled Out of office.
  6. Click Block time. The message reads "Time blocked", or "5 blocks added" for a repeating one.

The provider has to work at this location (or not be set to any location yet). An Out of office also keeps online booking and the AI from offering that provider at your other locations for that time.

Cancel the appointments during it

Turn on Cancel appointments during this time to cancel the provider's visits that overlap the block, on every day it covers.

  • Notify clients (ticked): each client is told about the cancellation by text, or by email when they can't be texted, the same way as Let the client know.
  • Notify contacts (ticked): also tells guardians and contacts who get the client's reminders.

Before you save, the preview checks the calendar ("Checking the calendar…") and then says what will happen:

  • "No appointments during this time."
  • "3 appointments will be cancelled. No late-cancel fee is charged."
  • "1 synced from your EHR stays booked; cancel it there."

It lists the first five by client, day and time (with "(another location)" for a visit booked at another of your locations), then "and N more". If the check fails it says "Couldn't check the calendar." with Try again; you can't save the cancellation until it has worked.

After saving, the message says how many were cancelled and how many clients and contacts were told, for example "Time blocked. 3 appointments cancelled. 3 clients notified." Your team gets a notification too ("Cancelled: 3 appointments"). The cancelled visits:

  • carry the reason "Provider out of office" and no late-cancel fee
  • aren't offered to your waitlist, because the provider is away
  • include the provider's visits at your other locations that you can manage

Visits synced from an EHR are left booked: cancel them in the EHR. One save cancels at most 500 visits; any more stay booked and FrontDesk says to cancel them from the calendar.

Email clients who message while you're out

Under the cancel options, the Out of office email switch turns on an automatic email for this location. It starts off.

When it's on, a client who sends a secure message while their provider is out gets one email saying so. Their provider is their primary provider, or else the provider of their latest visit. Each client gets it once per absence: back-to-back all-day blocks are one absence, however they were entered; a part-day block is its own; a weekly repeating block is one absence each week.

It isn't sent to clients marked do not contact, clients who turned email off, or clients with no email address. It comes from your practice email, which must be verified: until it is, the dialog shows "These emails won't go out until your practice's sending email is verified." with a Verify it link to Settings → Email.

Manage email content opens Settings → Client Notifications → Out of office reply (under Calls & messages), where you can:

  • switch it on or off (Email clients when their provider is out)
  • edit the Email subject and Email message
  • use the fill-ins {{clientFirstName}}, {{providerName}}, {{outUntil}}, {{practiceName}} and {{practicePhone}}. {{outUntil}} reads like "until 3:00 PM today" or "through Friday, October 9".

The standard email thanks the client, says the provider is out of the office and that the team will get back to them, and gives your phone number for anything urgent (and 911 for an emergency). The reply only answers secure messages in the client portal, so the portal's messaging must be on.

Out of office or time off?

Out of officeTime off
WhereThe calendar: New appointment → Out of officeSettings → Providers: click the provider's hours, then the Time Off tab
Stops new bookings online and by the AIYes, at every locationYes, at every location
Shows on the calendarAs an Out of office blockAs shaded time off in the provider's column on the Day view
Can cancel booked visits and tell clientsYesNo
Out of office emailYesNo
RepeatsWith RecurringWith Repeats (every week, 2 weeks or month)

Use Out of office when the provider is away and booked visits need handling. Use time off for a standing gap that never has visits in it. See Add providers and doctors. For the whole office closing, use holiday closures.

Change or remove it

A block has no form to edit: click it on the calendar and FrontDesk offers to delete it (Delete block). A repeating block asks This and following (removes the later days; a block already under way stays) or Just this block (use it to free today). To change the times, delete it and add a new one. Deleting a block opens that time for booking again; visits it cancelled stay cancelled.

Good to know

  • The reply is per location. Turning on the Out of office email at one location doesn't turn it on at the others.
  • A repeating Out of office previews and cancels visits on every day it covers.
  • The AI and online booking treat an Out of office like any other busy time: no times are offered in it.

Frequently asked questions

I'm on vacation next week. What happens to my clients?
Nothing changes until you mark the time. Click New appointment, choose Out of office, pick yourself as the provider, tick All day, and turn on Recurring: Every 1 day, Ends after 5 visits (one block per day). Click Block time. Clients can't book you online or with the AI for those days. Visits already booked stay unless you also turn on Cancel appointments during this time, which cancels them (with no late-cancel fee) and tells the clients when Notify clients is ticked. Turn on the Out of office email so clients who send a secure message get an email saying you're away.
Are clients told when an out of office cancels their appointment?
Yes, when Notify clients is ticked (it is once you turn on Cancel appointments during this time). Each client is told the way Let the client know works: a text when they can get one, between 8am and 9pm their time, otherwise an email. Notify contacts also tells guardians and contacts who get the client's reminders. The message after saving says how many were told.
Is a late-cancellation fee charged when out of office cancels visits?
No. The practice cancelled, so no late-cancel or no-show fee is added. The visits are marked cancelled with the reason "Provider out of office", and their times are not offered to the waitlist because the provider is away.
Why did some appointments stay booked after I set out of office?
Visits synced from your EHR (athenahealth or Practice Fusion) are left booked, because the next sync would bring them back; cancel those in the EHR. The preview and the message after saving say how many ("2 appointments are synced from your EHR. Cancel them there."). One save cancels at most 500 visits; any more stay booked and FrontDesk says so. Visits that already started aren't touched.
Who gets the out of office email?
A client who sends a secure message in the client portal while their provider has Out of office on the calendar. Their provider is their primary provider, or else the provider of their latest visit. Each client gets it once per absence: back-to-back all-day blocks count as one absence, a part-day block is its own, and a weekly repeating block is one absence each week. Clients marked do not contact, clients who turned email off, and clients with no email address don't get it.
Why isn't the out of office email going out?
Check four things. The Out of office email switch must be on for this location (it starts off). Your practice's sending email must be verified under Settings → Email; until then the dialog says "These emails won't go out until your practice's sending email is verified." The client portal and its secure messaging must be on, because the email answers a secure message. And the client must have an email address and allow email.
What's the difference between Out of office and time off?
Both stop clients booking the provider. Out of office is a block on the calendar: it can cancel the visits in that time, tell the clients, and trigger the out of office email. Time off is set under Settings → Providers: click the provider's hours, then the Time Off tab. It takes a reason and an optional repeat; it only stops new bookings and never cancels visits or sends an email.
How do I end an out of office early?
Click the Out of office block on the calendar: FrontDesk offers to delete it. For a repeating block, This and following removes the later days but keeps a block already under way; to free today, click today's block and choose Just this block. Deleting the block opens the time for booking again. Visits it cancelled stay cancelled; book them again if you need to.

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