There are several options to configure the types of appointments in a office or facility.


Option #1

  • Go to the Appointments screen. 
  • Click on the Settings button, located on the right side of screen, in the Side Panel section. 


  • The Appointment Settings screen will be displayed: 


  • Click on the Add button, located on the screen toolbar and select the Appt. Types option. 


  • The following screen will be displayed:

           

  • To add a new appointment type, click on the Add button, located at the top of screen.  


  • Write the description of the appointment type to be created in the Type field. 


  • Select a color, in order to identify the created appointment type.


  • Select office, to attach the created appointment type.


  • If you want to select that appointment type, so that it automatically displays when creating an appointment, select the Is Default box. 


  • If you want that type of appointment to be confirmed via an automatic text message, select the Appt box. Confirmations. (The selected office, must have active the text messaging service or must contact our service staff for service guidance.) 


  • Click on the Save button. 


  • Click on the Cancel button, in order to omit the created appointment type. 


Option #2
  • Click on the QuickLinks text, located at the top of screen. 
  • Select the Settings option. . 


  • The following screen will be displayed: 
  • Click on the Office button and then select the Appointments button. 

  • The Appointment Settings screen will be displayed: 


  • Click on the Add button, located on the screen toolbar and select the Appt. Types option. 


  • The following screen will be displayed:

           

  • To add a new appointment type, click on the Add button, located at the top of screen.  


  • Write the description of the appointment type to be created in the Type field. 


  • Select a color, in order to identify the created appointment type.


  • Select office, to attach the created appointment type.


  • If you want to select that appointment type, so that it automatically displays when creating an appointment, select the Is Default box. 


  • If you want that type of appointment to be confirmed via an automatic text message, select the Appt box. Confirmations. (The selected office, must have active the text messaging service or must contact our service staff for service guidance.) 


  • Click on the Save button. 


  • Click on the Cancel button, in order to omit the created appointment type. 


Option #3

  • Click on the Settings button, in the main menu. 


  • The following screen will be displayed: 
  • Click on the Office button and select the Appointments button.

  • The Appointment Settings screen will be displayed: 


  • Click on the Add button, located on the screen toolbar and select the Appt. Types option. 


  • The following screen will be displayed:

           

  • To add a new appointment type, click on the Add button, located at the top of screen.  


  • Write the description of the appointment type to be created in the Type field. 


  • Select a color, in order to identify the created appointment type.


  • Select office, to attach the created appointment type.


  • If you want to select that appointment type, so that it automatically displays when creating an appointment, select the Is Default box. 


  • If you want that type of appointment to be confirmed via an automatic text message, select the Appt box. Confirmations. (The selected office, must have active the text messaging service or must contact our service staff for service guidance.) 


  • Click on the Save button. 


  • Click on the Cancel button, in order to omit the created appointment type. 



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