DiaryBook

Appointment types

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.

Appointment Types Tab

The Appointment Types 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 SETTINGS button in the top margin, select diarybook Setup sub-menu and click on Appointment Types.

The tab consists of the following:

  • A tool bar for the Appointment Type containing buttons and menus
  • A grid showing Appointment Types

Appointment Types Tool Bar

The tool bar contains buttons and menus.

ButtonDescriptionNotes
iconSelect all Appointment Types in the grid
iconDeselect all Appointment Types in the grid
iconAdd a new Appointment Type
iconEdit the Appointment TypeThe first selected Appointment Type
iconDelete Appointment TypesAll selected Appointment Types
iconRefresh the grid

Appointment Types Grid

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

ColumnDescriptionNotes
NameThe description of the type of appointment
DurationThe 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 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 icon.

Type-of-Appointment Fields

FieldDescriptionNotes
DescriptionThe description of the type of appointment
DurationThe default duration for any appointment of this typein minutes
Waiting RoomThe waiting room associated with appointments of this type
ReminderThe reminder setting associated with appointments of this type
ColoursSpecify the background and foreground colours for the calendarChanges to colour settings require a browser refresh after saving for them to take affect