Appointment Name or Appointment label - as the name imply - helps explain the purpose or reason for the visit straight from the calendar, we created appointment names to be a flexible as possible, for example if you work in a highly sensitive industry and wish to protects the patients data from prying eyes try using a generic appointment name which can still be linked to the appropriate products and services.
Important things to note
Appointment Name can only be linked to Standard Appointment Types (Appointments that link to a patient)
They cannot be linked to Private Appointments
How to create a new Appointment Name?
Click Settings ⚙️ from the top menu bar
Under Calendar, click Appointment type
Click on New located on the top right
Fill in the following to create a new Appointment Name:
Appointment Name | Appointment label |
Description | A short description or explanation |
Duration | Length of the time in Minutes |
Product & Services | You can link as many products and services as you like, or none if your prefer to add manually when booking an appointments |
Auto Invoice | Auto generate invoice and take payment in the Calendar mode, auto invoice applies once you have changed appointment state to complete. |
Appointment colour | Colour code to help identify the type of appointment on the calendar book |
Reminder template | Template to remind recipient of the appointment |
Confirmation template | Template to confirm appointment |
Click Save when you are ready.