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.
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 | |
Reminder | The reminder setting associated with appointments of this type | |
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 |