Provider Scheduler

Which performance metrics survive, and does the earnings card survive at all Q78 and 244:589

Everything the board draws is built, so the row you expect to cut is yours to cut rather than ours to guess. The earnings cards are the separate question: they put the dollar working on screen and they assume cancellations and no-shows are paid, which is not settled, so they now open on a click instead of on load. Say the word and they either load open again or come off the screen.

What is the second scorecard measure, and what should the fill rate be read against 345:2246 and 239:615

CSAT is drawn as a score out of five with its rating spread, and the second slot beside it is a labelled empty tile rather than an invented measure. Separately, the fill rate now carries the previous period under it, with a twelve-month average beside it in the three shorter ranges. A target would read better than either, but nobody has set one, so none was invented.

Are limits, buffers and booking options per schedule or per account 317:392

The schedule panel on screen 11 shows them per schedule. Separately, the two capacity caps are no longer read-only: the provider types them and a validation model catches the cases the padlock used to prevent. If the limits belong to the account they move into Preferences and the validation moves with them.

The object is called a session type 239:286, settled 2026-08-19

The wizard called these objects session types and Preferences called them appointment types. The final Epic 1 Figma names them Session Types and you ruled on the word, so they are session types on all thirty-one screens. The wider question stands behind it: a provider is dealing with schedules, session types, weekly hours, date-specific hours and time off, and the relationship between them is only ever stated in helper text. If the platform has a canonical set of nouns, say so and the sweep runs again in one pass.

Should the wizard stop at step 3 when step 2 produced no hours screens 13 to 16

The layout half of this is closed: step 3 now opens with a read-only summary of the hours step 2 produced, and carries a notice in its place when there are none. What is left is a product rule. Navigation is deliberately left ungated, so a provider can set caps first and hours after. If a schedule with no hours should never reach step 3 at all, that is a rule about the object rather than about this screen, and it changes the wizard everywhere rather than just here.

Does a session type carry its own timing, or does Preferences own all of it 374:2855 against 370:3761

The board says both. One note asks for the entire advanced options view to come off, because these are set in global preferences and not per type. The other box draws a block on the same drawer called Appointment Type-Specific Appointment Settings. Both stacked panels are gone, which follows the note; the single line saying a type can override the buffer, intervals and advance limits survives, which follows the frame. One word from you takes the line off both drawers, or keeps it and names the fields behind it.

Confirm SVC is the contact type, not a service line 242:354

SVC and STC are now out of Home as well as My Availability, read as Video call and Phone call the way the session-type work orders write them. If SVC is a service-line code in UCMS rather than a contact type, the Home session drawers need a different word in its place rather than none.

The new shell is applied across all thirty-one screens, and two colour pairs need a decision your shell image, August 8

Every screen, including the one added since, carries the shell you picked: a full-height left menu on a light panel holding the brand and a tree with Provider Scheduler open on Overview, My Availability, Performance and Preferences; a white page header carrying the page title, the date and the account cluster; and a grey canvas under a breadcrumb, with white cards on it. The collapse control and its remembered state carry over unchanged. Home is called Overview in the menu, in the page title and in the breadcrumb, because that is what your image names it.

Two things to settle, both of them contrast. The active menu pill and the account avatar are a solid #00A0DD with white on them, which measures 2.97:1 against the 4.5:1 that text needs. The secondary button is now white with a #00A0DD outline and a #00A0DD label, which measures the same 2.97:1 for the label and for the boundary, against 4.5:1 for the label and 3:1 for the boundary. Both are drawn that way in your image, so both are applied as drawn rather than quietly reverted. Moving them to the pressed step #0078A6 lands white on it at 4.96:1 and the label on white at 4.96:1, changes no layout, and would leave the filled call-to-action button as the only pair still under the line. The per-screen list of which button carries the call-to-action colour is in the design record.

Proposed: the narrower schedule takes a shared hour 316:375

A shared hour goes to the narrower schedule, so 3:00 pm to 5:00 pm on Mon, Wed and Fri belongs to Short-notice hours (Mon, Wed, Fri) rather than Weekday hours (Mon to Fri), and the remaining shared afternoons go to Spring hours (Mon to Fri) once it is published. The three warnings, on screens 10, 18 and 19, name the clash and the winner in two sentences; the full tie-break order behind it sits in the design record rather than on the screens. This is a proposal, not a decision taken for you: say no and the warnings go back to naming the clash and stopping, which is one paragraph on three screens.

Copying one day's hours across other days screens 13 and 11

Built. Every day that is on carries Copy To Other Days, which opens a picker of the other six days; Apply writes that day's ranges onto every day ticked, replacing what those days held, turns on any day that was unavailable, and says in the status region which days changed. It is on the weekly hours step and on the schedule panel's day list, which are the two places the same editor appears.

Schedule Type is now Recurrence screen 14

The fieldset on the Date-Specific tab reads Recurrence, with One-Time and Recurring unchanged. If Schedule Type is the platform's own word, say so and it goes back.

The 3px rule on a schedule card is gone 242:246

The Live or Draft badge beside the name is now the only signal of publish state, on screens 10, 11 and 19. The brand rule that marks the schedule the panel is reading on screen 11 stays, because selection is a different fact from publish state and still needs a marker on the list.

Get Help is on all ten availability screens 370:4619

The same link and note the dashboard closes with now closes screens 10 to 19, in the same place on each. It is still the inert link it is on the dashboard.