Index

• Sections
  • Break Users Into Groups Smaller Than 20 Users
  • Keep Names Showing on Calendar Small

If you are in a large practice with over 20 users, please have your group administrator follow these steps for New Calendar optimization.

Break Users Into Groups Smaller Than 20 Users

1. As a group administrator, go to the Settings icon  to access settings.

2. Click on  button.

3. We are going to set up groups found on the top. Every user added to the calendar will automatically be put into the [Show All] default group. Do not use the [Show All] user group if you are a large practice with over 20 users. 

4. Choose any user (to be part of a new group) and click on the blue pencil icon by their name. 

5. Click the  button. 

6. A popup window will populate. Type in the new group name and click the  button.

7. The new group name will show under the user's groups.

8. Click  to save changes to the user. 

9. Add more users to the group as needed. Click on the blue pencil icon by his/her name. 

10. Click on  to get the dropdown menu and select the group to add to the user. 

11.  Click  to save changes to the user.

12. Repeat steps 9 through 11 until the necessary users are added to group. Remember not to add more than 20 users to any group.

13. If you need to remove a user from a group, click on the blue pencil icon by his/her name. 

14. Click on  to get the dropdown menu and select the group to remove. 

15. Click  to save changes to the user.

16. You can choose which group to look at from the top under  arrow. Choose the group you want to view.

Keep Names Showing on Calendar Small

In the example shown below, Clinic is the group name yet we have some users defined as clinic as well. One user has her full name and degrees listed. This is not necessary and may slow down performance. If possible, slim the names down on the calendar. This will not reflect anywhere else in ICANotes, just on the appointment book/calendar. 

1. As