Skip to main content

Script — Video 3: Calendario Deep Dive

Duration target: ~10 minutes
Audience: Clinic managers, schedulers, reception staff
Recording: Screen share of the full Calendario UI + close-ups on advanced features


Pre-roll checklist

  • obeliOmed with demo data: 3 professionals, 2 centers, existing appointments
  • Admin panel → AdminObelioSchedulingSettings open in background tab
  • OBS: full screen capture, webcam PiP bottom-right

Intro (0:00 – 0:40)

[On camera]

"The Calendario — that's what we call the full scheduling system in obeliOmed — is probably the most complex module in the platform. It handles everything from a simple one-professional calendar to a multi-center, multi-professional schedule with specialist unavailability, cross-center appointments, and a real-time waiting room display."

"This video is a deep dive. If you're a receptionist, a scheduler, or a clinic manager, by the end of this video you'll know the Calendario inside out."


Chapter 1 — Views and navigation (0:40 – 2:00)

[Screen: Calendar in week view]

"The calendar has four views: Day, Week, Month, and Waiting Room."

"Day view — perfect for front-desk use. You see all professionals in columns, time slots in rows. Drag an appointment to reschedule it. Click any slot to book."

"Week view — for planning ahead. You can filter by professional or center using the controls at the top."

"Month view — high-level overview. Color coding by appointment type helps you spot patterns — heavy days, light days."

"Waiting Room — this is the display mode for the TV screen in your waiting room. It shows patients who have checked in and their status. Fully automatic, updates in real time."

[Switch between views to demonstrate]


Chapter 2 — Appointment types and duration (2:00 – 3:30)

[Admin panel → Appointment types]

"Appointment types are the heart of how you configure the calendar. Let me open the admin panel."

"Each appointment type has:"

"A name and color — so staff can instantly recognize it on the calendar."

"A default duration in minutes — configurable per clinic via the settings table, so different centers can have different defaults for the same type."

"An optional professional restriction — you can say 'only Dr. García does post-operative follow-ups'."

"And billing codes if you're connecting to ObelioBilling — which we cover in a later video."

[Back to calendar, create an appointment with type override]

"When booking, you can override the duration for a specific appointment. The system respects the slot boundaries and warns you if you're overlapping with another booking."


Chapter 3 — Specialist unavailability (3:30 – 5:00)

[Admin panel → Specialist unavailability]

"Professionals are not always available. Vacations, conferences, sick days. obeliOmed handles this with the specialist unavailability system."

"You can create an unavailability period for a specific professional. It blocks their slots on the calendar for the duration."

"What makes this powerful is RRULE support — the same recurrence rules used in calendar standards like iCalendar. You can say 'Dr. Martínez is unavailable every Thursday afternoon' and the system blocks those slots automatically, forever."

"Weekly unavailabilities, monthly, specific dates — all covered."

[Create a sample unavailability, show it on calendar]

"When you try to book in a blocked slot, the system warns you immediately. No double-booking a professional who is on holiday."


Chapter 4 — Multi-center scheduling (5:00 – 6:30)

[Filter calendar to show Center A and Center B]

"If you run multiple clinic centers, obeliOmed's multi-center architecture is where things get really powerful."

"Each center is treated as a separate location — it has its own room configuration, its own appointment type defaults, its own waiting room display."

"But professionals can work at multiple centers. Dr. García might be at Center Madrid on Mondays and Wednesdays, and at Center Barcelona on Tuesdays."

[Show professional schedule across centers]

"The calendar lets you filter by center, or see all centers together. When booking, you always know which center the appointment is at."


Chapter 5 — Cross-center appointments (6:30 – 7:30)

[Show the cross-center appointment flow]

"A less obvious feature: cross-center appointments. These handle the case where a patient is referred from one center to another — for a procedure, a second opinion, or a specialist consultation."

"The appointment is created at the destination center, but it keeps a reference to the originating center and the referring professional."

"This is crucial for clinics that have a main center and satellite centers that refer patients for surgery or specialized procedures."


Chapter 6 — Configurable defaults (7:30 – 8:30)

[Admin panel → obelio_scheduling_settings]

"Everything in the calendar is configurable from the admin panel — no code changes needed."

"Appointment confirmation timing, reminder timing, which communication channel to use, default slot duration, minimum booking advance notice, maximum booking window..."

"These settings live in the obelio_scheduling_settings table and can be configured per company and per center. A large multi-center clinic can have different rules for each location."


Chapter 7 — Audit trail (8:30 – 9:30)

[Open ObelioAudit events filtered to appointment events]

"Every action on the calendar is captured in the audit trail. Appointment created, rescheduled, cancelled, patient checked in, appointment completed."

"The audit log is immutable — it cannot be edited or deleted. It's retained for 10 years per AEPD data protection requirements."

"For a medico-legal dispute — 'the patient says they were never told about the surgery' — you can pull up exactly who created the consent, when it was signed, and which appointment it was linked to. Everything documented."


Outro (9:30 – 10:00)

[On camera]

"That's the Calendario. A complete scheduling engine designed for the real complexity of running an ophthalmology clinic."

"In the next video we'll look at how all the obeliOmed plugins connect to each other — the cross-plugin integration architecture. If you're a developer, that's the one you really don't want to miss."

"Subscribe and see you next time."


Description (YouTube)

Deep dive into the obeliOmed Calendario (scheduling system):

• Day / Week / Month / Waiting Room views
• Appointment types, colors, and per-center duration defaults
• Specialist unavailability with RRULE recurrence
• Multi-center scheduling
• Cross-center appointment transfers
• Admin-configurable defaults (no code changes needed)
• Immutable audit trail for medico-legal compliance

🔗 Documentation: https://docs.obeliomed.com/docs/plugins/obelio-scheduling

Chapters:
0:00 Intro
0:40 Views and navigation
2:00 Appointment types and duration
3:30 Specialist unavailability
5:00 Multi-center scheduling
6:30 Cross-center appointments
7:30 Configurable defaults
8:30 Audit trail
9:30 What's next

Thumbnail spec

  • Full-screen calendar screenshot (week view, multiple professionals)
  • obeliOmed blue overlay strip at bottom
  • Text: "Calendario Deep Dive"
  • Sub: "Multi-center · Unavailability · Audit"