Appointment Types

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Appointment types are descriptions of appointments and their average duration. When making an appointment the user can select an appointment type as a way of indicating what the appointment is for and to automatically fill the duration field of the appointment. See the appointment window.


Types of Appointment Tab

The Types of Appointment tab is where all appointment types can be viewed and maintained by the user. To open the tab the user needs to click on the User button (showing the user's email address) in the top margin, select DiaryBook Settings sub-menu and click on Appointment Types.


The tab consists of the following:


Appointment Types Tool Bar

The tool bar contains buttons and menus.


Button

Description

Notes

Select all Appointment Types in the grid


Deselect all Appointment Types in the grid


Add a new Appointment Type


Edit the Appointment Type

The first selected Appointment Type

Delete Appointment Types

All selected Appointment Types

Refresh the grid




Appointment Types Grid

The grid contains the list of all Appointment Types created for the account.


Column

Description

Notes

Name

The description of the type of appointment


Duration

The default duration for this appointment





Appointment Type Window

This section describes the fields in the Appointment Type window. The Appointment Type window allows the user to add new types and to edit existing ones.



Opening the Appointment Type Window

To add an appointment type the user clicks on the plus icon in the tool bar within the Type of Appointments tab. To edit an appointment type the user can either double-click the type in the grid or highlight the type in the grid and click on the pencil icon .


Type-of-Appointment Fields


Field

Description

Notes

Description

The description of the type of appointment


Duration

The default duration for any appointment of this type

in minutes

Waiting Room

The waiting room associated with appointments of this type

for future use

Colours

Specify the background and foreground colours for the calendar

Changes to colour settings require a browser refresh after saving for them to take affect

Instruction Message

The Appointment Instruction setting to use to automatically send instructions to the client

Optional



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