Configuring Appointments
To configure your appointment’s Physicians/Resources, Appointment Types/Services, Locations, Confirmation messages, or would like to add custom fields to your appointments, first head to the appointments page and click the cog wheel button. From there, click Configure Appointment Settings from the dropdown menu.
Configuring Physicians/Resources
To get started, first create your Physician or Resource by clicking the Create Physician/Resource button.
Fill in the name and optionally their email, then click Submit to save.
To edit an existing Physician/Resource, click the pencil icon to the right of their name in the Physicians/Resources table.
Configuring Appointment Types/Services
To get started, first create your appointment types or services by clicking the Create Appointment Type/Create Service button.
Fill in the name, duration, and optionally a description of the appointment type, then click submit to save.
To edit an existing appointment type, click the pencil icon to the right of its name in the Appointment Type table.
Configuring Locations
To get started, first create an appointment location by clicking the Create Appointment Location button.
The only required field for a location is the Name, but you can optionally fill out the address information of each location. Once the form is filled out, click Submit to save the location.
To edit an existing location, click the pencil icon to the right of the location’s name in the Location table.
Configuring Confirmation Message
The confirmation message is sent to a contact when an appointment is created. To enable a confirmation message, first go to the Appointment Configuration page from the Appointments page using the cog wheel menu, then click the Confirmation Message tab.
From here, you can write the confirmation message using any custom fields or appointment fields. To enable it, check the Enable Appointment Confirmation Message checkbox then click Save.
Configuring Appointment Custom Fields
You can store additional information about an appointment using Appointment Custom Fields.
Like contact custom fields, there are 5 types:
Text Contact Fields are fields that allow you to store any text as the value.
Drop Down Contact Fields are fields that offer only a limited selection of valid inputs.
Number Contact Fields are fields that can only have numbers as a valid input.
Checkbox Contact Fields are fields that only have two states, checked or unchecked, or in other words, true or false.
Date Contact Fields are fields that can only store a date, such as a birthday or signup date.
To view your appointment custom fields, first go to the Appointment Configuration page from the Appointments page using the cog wheel menu, then click the Custom Fields tab.
To create a new appointment custom field, click the Create Appointment Field button.
Name the field, select the type, and click Submit to save it.
To edit an existing field, click the Edit button on the right side of the field in the Fields table.