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 Room, that 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 Room, that 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 Room, that 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:
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- Learn More About: Appointments / Settings / Office Rooms