Appointment Shortcuts - helps explain the purpose or reason for the visit straight from the calendar, we created appointment shortcuts to be as 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.
Note:
Appointment Shortcuts can only be used on Standard Appointment Types (Appointments that link to a patient), meaning they cannot be linked to Private Appointments
How to create a new Appointment Shortcut?
Navigate to Settings > Calendar > Appointment Shortcuts
Click on New located on the top right
Fill in the following to create a new Appointment Name:
Appointment Shortcut 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.