Managing a Schedule after it's live

Managing a Schedule after it's live

Once you save a Schedule, it appears in your Schedules list and starts generating Sessions at the times you set. This guide covers the three things a Practitioner can do to an existing Schedule - Edit, Pause, Resume - plus how Schedules end on their own.

You'll need:

  • At least one Schedule that has already been saved on your account

Step 1 - Find the Schedule

Open Schedules from your sidebar. The page has two tabs:

  • Current - every Schedule that is still within its duration window. Newly created Schedules land here, and they stay here whether they are Active, New, or Paused.
  • Past - Schedules whose duration has ended (Expired) or that otherwise finished running.

Above the list, three tools help you narrow down what you're looking at:

  • Search - by Client name.
  • Date range - limit the view to Schedules that fall in a specific date window.
  • Schedule status - filter by status (All, Active, New, Paused, Missed, Expired).


Step 2 - Open the Schedule's menu

Each Schedule in the list is a card. The card's menu icon (in the corner) opens a small popup with the actions available for that Schedule. What you see depends on the Schedule's current status:

  • Edit - always shown.
  • Pause Schedule - shown when the Schedule is not paused.
  • Resume schedule - shown instead of Pause when the Schedule is paused.


Edit a Schedule

Clicking Edit takes you to the Edit Schedule page. Most of the fields are there for context and are read-only. You can only change two things:

Read-only on this page:

  • Client
  • Track name, Abbreviation, Potency, Category
  • Schedule type (Regular / Emergency)
  • Start date
  • Schedule duration

The Pause Schedule confirmation modal showing the title, the client name John Doe, the body

Click Save changes to apply. Click Cancel to discard any unsaved edits and return to the Schedule as it was.

If the Track, Type, Start date, or Duration is wrong, you can't fix it here - you'll need to Pause this Schedule and create a new one.


Pause a Schedule

Clicking Pause Schedule in the popup opens a confirmation dialog titled "Pause Schedule" with the text "Are you sure you want to pause the following schedule?" and a summary (date + Track + potency) so you know exactly which Schedule you're about to halt.

  • Click the red Pause Schedule button to confirm. The Schedule's status becomes Paused and Innovibe stops generating new Sessions for it.
  • Click Cancel to back out.

Pausing is safe - it doesn't delete the Schedule or the Sessions that have already happened. The Schedule stays on the Current tab with a Paused badge so you can find it again later.

The Edit Schedule form with the Frequency slider and the Instructions textarea highlighted as editable; the Client, Track, Schedule type, Start date, and Schedule duration fields are all visibly disabled


Resume a paused Schedule

When a Schedule is Paused, the popup swaps the Pause Schedule option for Resume schedule. Clicking it opens the same dialog pattern - "Resume schedule", "Are you sure you want to resume the following schedule?", and the same Schedule summary.

Confirming returns the Schedule to an active state:

  • If the Schedule had already started delivering Sessions before it was paused, it returns to Active.
  • If the Schedule was paused before its first Session ran, it returns to New and waits for its first scheduled time.

Resume only picks up the Schedule from the present moment - Sessions that would have run during the pause aren't backfilled.


How a Schedule ends

Innovibe doesn't offer a "Delete" or "End early" action on a Schedule. Schedules run until their duration window finishes, and then the backend marks them as Expired and they move to the Past tab.

If you need to stop a Schedule before its duration is up, the practical way today is to Pause it and leave it paused. If you want to swap the Track, the Type, the Start date, or the Duration for the same Client, Pause the existing Schedule and create a new one.


Schedule statuses at a glance

Status What it means
New The Schedule has been created but the first Session hasn't happened yet.
Active At least one Session has started; the Schedule is running.
Paused You paused it; no new Sessions are being generated.
Missed A Session was scheduled but the Client didn't listen in the expected window.
Expired The Schedule's duration has ended. It moves to the Past tab.

The status shows up as a colored badge on every Schedule card. You can also filter the list by status using the dropdown at the top of the page.


Common issues

  • "I can't find the Edit button" - open the actions popup on the Schedule card first (the menu icon on the card). Edit lives there, along with Pause or Resume.
  • "I need to change the Track but Edit won't let me" - expected. The Track, Potency, Category, Type, Start date, and Duration are locked once the Schedule is saved. Pause the Schedule and create a new one with the Track you want.
  • "I paused a Schedule by mistake" - open the card's menu again and pick Resume schedule. It will return to Active (or New if no Sessions have run yet).
  • "My Schedule has moved to Past and I didn't end it" - that's Innovibe marking it Expired because the duration window finished. If the Client still needs the same care, create a new Schedule.
  • "There's no Delete action" - correct. Schedules can't be deleted from the Practitioner app. Pause is the closest equivalent.

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