Creating Temporary Office Closures

Need to close your office for a holiday, team training, or any other reason? Here's how to let Annie know your office will be closed on those one-off days so she doesn't schedule patients during that time.

Adding an office closure to your Annie:

Log into your Customer Portal.
Navigate to Settings
In the bottom-left corner of the screen, click on Settings, then select Practice Information from the menu.
Scroll to Office Closures and Holidays
Just below your office hours, you’ll see a section titled Office Closures and Holidays.
Click Add Closure
Enter a closure name for the closure (e.g., “Memorial Day” or “Team Training”) — this helps Annie provide the right context to patients.
Select Closure Type
Select the Closure Date(s)
Choose the specific date(s) of the closure. If this is a recurring closure (like a holiday), toggle Recurs Annually on.
Add a Custom Greeting
Create a custom phone and website greeting for Annie to use at the start of each patient interaction.
Click Save
Once all the information looks good, click Save to confirm the closure.

Closure Types

Single Day: When you need to close the office for a single day. This is perfect for holidays or one-time events, such as a snow day.
Date Range: When you need to close the office for multiple days. Use this for extended holidays or breaks, such as Christmas Break.
Custom: When you need partial day closures. You can specify an exact start date and end date.

📌 Important Reminder: Make sure to add event blocks to your practice schedule for the same date(s). This ensures Annie doesn't accidentally schedule patients during your closure.