How to Manage Clinician Sessions

A session is a single block of time when a clinician is available for bookings on a particular date. A schedule is a recurring pattern (for example, every Monday and Wednesday morning) that automatically generates those sessions for you. You can also create a one-off session — a single date with no recurring pattern — for ad-hoc clinics or locum cover.

Where to find it

These pages aren't listed in the sidebar menu — open them from the command palette:

1. Press Cmd/Ctrl + K to open the command palette.
2. Type Sessions and choose Go to Sessions to see everything that's been scheduled, or type Schedules and choose Go to Schedules to create and manage recurring availability.

Note: These commands only appear if your practice uses Jump's built-in scheduling. If you don't see them, your bookings may be managed by an external system.

Creating availability

You create availability from the Schedules page (you can also use the calendar's Actions menu).

1. On the Schedules page, click + New schedule.
2. Choose what you're creating:
   • Recurring schedule (recommended) — repeating availability, such as a weekly clinic or regular review slots.
   • One-off session — a single date with no recurring pattern, such as ad-hoc cover or a locum day.

Tip: Not sure which to pick? If you'd run it more than twice, make it a recurring schedule.

The two options open slightly different editors, described below.

Recurring schedule

The schedule editor opens with everything on one Editor tab, arranged in three sections:

• Basics — the schedule Name, the Clinician, the Delivery mode (in person, video, or phone), and the Location (shown when the session isn't remote).
• Recurrence — the repeating pattern (the days of the week and the start/end times), plus optional Effective from and Effective until dates to bound when the pattern applies.
• Bookable types — the appointment types patients can book into these sessions. Use Select all / Deselect all to set them quickly.

As you build the schedule, a preview of the generated sessions appears alongside it. When you're ready, click Activate — the button shows how many sessions will be created.

Once a schedule exists, opening it again adds Sessions and History tabs, the save button becomes Save, and an End schedule option lets you retire it without deleting its history.

One-off session

The one-off editor is a single date rather than a pattern:

• Date & timing — the Date and the From / To times.
• Delivery — the Clinician, the Location, and an Allow remote toggle for video or phone.
• Bookable types — the appointment types patients can book.
• Notes — free-text notes visible to staff only.

Click Create session to finish.

Managing what you've scheduled

The Sessions page lists both recurring schedules and one-off sessions together. It shows:

Column	Description
Created on	When it was added
Name	The session or schedule label
Clinician	The assigned clinician
Location	Practice location or Remote
Schedule	The date and time, or the recurrence pattern
Status	Active, Scheduled, or Archived

Filter the list by Clinician, Location (including Remote only), or Status.

Select a row to act on it:

• Edit — open its full editor.
• Duplicate — copy its settings into a new one.
• Archive — retire a recurring schedule without deleting it.
• Delete — permanently remove it. If it has live bookings you'll be asked to confirm, and you can choose to keep those appointments on the calendar.

Clicking a row opens its full editor page — a schedule or a one-off, depending on the row.

Editing from the calendar

You can also manage availability without leaving the calendar:

• Open the calendar's Actions menu and choose New session (a single dated session) or New schedule (a recurring pattern).
• Click a session on the calendar to open it in a drawer beside the grid, so the rest of your day stays visible. From there you can change its details and Save (or Save override for a session that belongs to a schedule), or Cancel session / Reinstate session.
• The bookable-types picker here also has Select all / Deselect all.
• Cancelling a session shows a confirmation with the number of bookings affected before you commit. Opening a schedule for fuller edits takes you to its full page.

Session Templates

Templates are reusable patterns that pre-fill a session's settings — name, location (or remote), time range, recurrence, and bookable types — so you can set up new availability quickly. Manage them at Settings → Session Templates. They're organised into:

• Practice Templates — shared across the whole practice.
• Personal Templates — owned by, and visible to, a specific clinician.

Click New Template to create one. Each template's three-dot menu offers Edit, Duplicate, and Delete.

Tip: Create practice-level templates for your standard clinic patterns (e.g. "Morning GP Clinic") so anyone can set up sessions without configuring from scratch.

Permissions

Viewing these pages requires the Settings: view permission, and creating or editing schedules and sessions requires Schedule: manage. Managing templates requires settings-management permission.