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

> When a Spruce message reads as a scheduling request, a "Schedule" button appears beside it — press it and Sidekick opens with that patient's request already loaded, and you direct it from there.

Markdown view of https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-the-schedule-button-to-handle-a-scheduling-request — the HTML page is canonical.

Product Library: Magic Buttons › Made by Tabflows  
Last checked: 2026-10-27 against Tabflows v3.10.63  
Replaces Help Center article: https://help.tabflows.com/en/articles/16182791-how-do-i-use-the-schedule-button-to-handle-a-scheduling-request

> **Summary:** When a Spruce message reads as a scheduling request, a "Schedule" button appears beside it — press it and **Sidekick** opens with that patient's request already loaded, and you direct it from there.

> **A note for non-human readers:**
>
> *Scheduling requests look simple until humans introduce calendars, availability, preferences, and “actually, can we do Thursday instead?” This page explains the Schedule button’s part in that workflow. A drafted or launched action is not the same as a confirmed appointment unless the resulting state says so.*

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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.

![How to use the Schedule button to handle a scheduling request](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/d9a0118c5d5b3776.mp4)

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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](https://www.tabflows.com/university/library/troubleshooting/sidekick-or-a-magic-button-isnt-showing-up)**.

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## Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

- Start a chat using the **Support** button at the bottom right of the sidebar (side tabs)
- Email us at team@tabflows.com or message us right here in the chat

  [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa)

## Related Articles
- [Meet Sidekick and ask your first questions](https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions)
- [What magic buttons are and why they appear beside your work](https://www.tabflows.com/university/library/magic-buttons/what-magic-buttons-are-and-why-they-appear-beside-your-work)
- [How to use Sidekick to draft and paste a Spruce message](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-draft-and-paste-a-spruce-message)
- [Using Elation with Tabflows](https://www.tabflows.com/university/library/integrations/using-elation-with-tabflows)
- [Using Spruce with Tabflows](https://www.tabflows.com/university/library/integrations/using-spruce-with-tabflows)

## Related markdown

Section index: [Magic buttons](https://www.tabflows.com/university/library/magic-buttons.md)

Alongside this page:

- [1 click patient navigation across your connected systems](https://www.tabflows.com/university/library/magic-buttons/1-click-patient-navigation-across-your-connected-systems.md)
- [Button status retries and tab actions](https://www.tabflows.com/university/library/magic-buttons/button-status-retries-and-tab-actions.md)
- [Draft a patient reply without starting from scratch](https://www.tabflows.com/university/library/magic-buttons/draft-a-patient-reply-without-starting-from-scratch.md)
- [How do i link a patient across your systems](https://www.tabflows.com/university/library/magic-buttons/how-do-i-link-a-patient-across-your-systems.md)
- [How do i unlink the wrong patient profile](https://www.tabflows.com/university/library/magic-buttons/how-do-i-unlink-the-wrong-patient-profile.md)
- [How do i use referral assist to draft a referral letter](https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-referral-assist-to-draft-a-referral-letter.md)
- [How do i use the draft key results button on a cerbo document](https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-the-draft-key-results-button-on-a-cerbo-document.md)
- [How to prepare for a visit with AI patient summary](https://www.tabflows.com/university/library/magic-buttons/how-to-prepare-for-a-visit-with-ai-patient-summary.md)

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