How do I use the Schedule button to handle a scheduling request

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The message is in Spruce, the openings are in Elation, and you are the part in the middle carrying a date between two tabs.

When does it appear

Tabflows classifies incoming Spruce messages. When a message is recognized as a scheduling request:

• The message receives a Scheduling tag.
• A Schedule button appears beside it.

A message that does not match the scheduling trigger does not receive the button. Hide smart buttons also hides Schedule.

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Where will you see it

Floating beside the Spruce message itself. You don't install it; Tabflows presents it next to the message that needs it.

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What happens when you press it

Open the Spruce message with the Scheduling tag.

1. Select Schedule.
2. Sidekick opens with the patient’s request loaded.
3. Sidekick reviews providers and open slots in the Elation calendar and proposes a time on an approval card.
4. Choose the appropriate next step.
5. Confirm before Sidekick creates or updates a calendar event.
6. Send the patient reply yourself.

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What won't it do on its own

Nothing is booked, and nothing is replied to automatically. Sidekick doesn't put an event on the calendar until you tell it to and confirm. The button puts the request, the patient, and the calendar in one place; the reply to the patient is still yours to send.

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I don't see the button

Usually that means the message wasn't classified as a scheduling request — the context didn't match, not a bug. It also stays hidden while "Hide smart buttons" is on, or when the patient isn't linked in Tabflows.

See 👉 Sidekick or a magic button isn't showing up.

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