There are several options to configure the evaluation rooms of an 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 Rooms option. 
  • The following screen will be displayed:


  • To create a new office room, click on the Add button. 


  • Write a description of the created office room, on the Room field.


  • Select a color to identify the office room.


  • Select the Office Roomthat will be attached.


  • To identify the room that all created appointments will have by default, select the Is Default option.


  • Click on the Save button. 
  • To cancel press the Cancel button. No changes in system will be saved.
  • The configured dates in this screen, will be visible in the appointment line, in the Appointments screen.
  • The days that are configured in this screen, will be those that will be displayed in the Location field, when creating an appointment.
  • Example:

               

  • Click on the Sort Editor button, located at the top of the screen, to organize the office or center evaluation rooms according to the user's preference.


  • The following screen will be displayed: 


  • Drag the rooms, according to the order of preference, which the user wants to be displayed, when creating an appointment. 


  • This is how the organized rooms will be displayed, when creating an appointment:


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 Rooms option. 
  • The following screen will be displayed:


  • To create a new office room, click on the Add button. 


  • Write a description of the created office room, on the Room field.


  • Select a color to identify the office room.


  • Select the Office Roomthat will be attached.


  • To identify the room that all created appointments will have by default, select the Is Default option.


  • Click on the Save button. 
  • To cancel press the Cancel button. No changes in system will be saved.
  • The configured dates in this screen, will be visible in the appointment line, in the Appointments screen.
  • The days that are configured in this screen, will be those that will be displayed in the Location field, when creating an appointment.
  • Example:

               

  • Click on the Sort Editor button, located at the top of the screen, to organize the office or center evaluation rooms according to the user's preference.


  • The following screen will be displayed: 


  • Drag the rooms, according to the order of preference, which the user wants to be displayed, when creating an appointment. 


  • This is how the organized rooms will be displayed, when creating an appointment:


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 Rooms option. 
  • The following screen will be displayed:


  • To create a new office room, click on the Add button. 


  • Write a description of the created office room, on the Room field.


  • Select a color to identify the office room.


  • Select the Office Roomthat will be attached.


  • To identify the room that all created appointments will have by default, select the Is Default option.


  • Click on the Save button. 
  • To cancel press the Cancel button. No changes in system will be saved.
  • The configured dates in this screen, will be visible in the appointment line, in the Appointments screen.
  • The days that are configured in this screen, will be those that will be displayed in the Location field, when creating an appointment.
  • Example:

               

  • Click on the Sort Editor button, located at the top of the screen, to organize the office or center evaluation rooms according to the user's preference.


  • The following screen will be displayed: 


  • Drag the rooms, according to the order of preference, which the user wants to be displayed, when creating an appointment. 


  • This is how the organized rooms will be displayed, when creating an appointment:



Recommended Article: