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Kareo Help Center

Set Practice Holidays

Updated: 05/22/2020
Views: 566

By default, Kareo includes a pre-set list of commonly observed U.S. holidays on the Calendar. You can modify this list to reflect the holidays observed by your practice. If your practice observes holidays not currently on the Kareo pre-set list, you can add a Custom Holiday. Once created, the Custom Holiday appears in the Practice Holidays section and is easily identified by the Custom Holiday icon.

Access Calendar Settings

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Calendar Settings. The Calendar Settings page opens.
Platform_Calendar_Settings.png

Set Standard Holidays

  1. Click Time Off & Holidays. The Time Off & Holiday page opens.
  2. Click Change what holidays your practice observes. The Edit Holidays pop-up window opens.
  3. Click to select which holiday(s) your practice observes. Click again to clear the selection.
  4. Click Save when finished.
Platform_Calendar_Holidays_Preset.png

Add Custom Holiday

  1. Click Time Off & Holidays. The Time Off & Holiday page opens.
  2. Click +New Custom Holiday. The New Custom Holiday pop-up window opens.
  3. Enter the custom holiday Name and Date/Time.
  4. Click Save. The new custom holiday appears under Practice Holidays.

Note: Custom Holidays cannot be edited. To make changes, remove the custom holiday and add a new one.

Platform_Calendar_Holidays_Custom.png

Remove Custom Holiday

  1. Click Time Off & Holidays. The Time Off & Holiday page opens.
  2. Hover over the custom holiday and click Remove. The Remove Custom Holiday confirmation window opens.
  3. Click Remove this instance to confirm.
Platform_Calendar_Holidays_Delete.png