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Appointment & Event Types (Settings Tab)

How to Create Appointment & Event Types

Section titled “How to Create Appointment & Event Types”

Purpose - The purpose of creating Appointment & Event Types is to establish clear categories that organize your scheduling system.

Prerequisite

Section titled “Prerequisite”
  • Location Hours must be created first before entering Appointment Type

Steps to Create Appointment & Event Types

  1. From the main menu, click Settings.
  2. In the Settings list, select Appointment Types (clipboard + icon)
  3. Click + Add Appointment Type button
  4. Appointment or Event?

If Appointment is selected complete the following steps:

  • Create an Appointment Name
  • Duration in minutes (For example, 30min., 60min, 180min.)
  • Buffer Before - in minutes (For example, 10min) will prevent an appointment to be entered during that timeframe
  • Buffer After - in minutes (For example, 10min) will prevent an appointment to be entered during that timeframe
  • Appointment Category - select from the dropdown list that aligns with the appointment type
  • Color - select from the dropdown a color and it will appear on the calendar
  • Location - select from the dropdown menu a location
    • ⚠️If the location is not appearing, proceed the Location Hours process steps
  • Providers select the provider(s) that are connected with this appointment type
  • Click the Add button at the top right to save the Appointment Type

If Event is selected complete the following steps:

  • Enter an Event Name

  • Duration in min. (For example 60 min.)

  • Buffer Before - in minutes (For example, 10min) will prevent an appointment to be entered during that timeframe

  • Buffer After - in minutes (For example, 10min) will prevent an appointment to be entered during that timeframe

  • Event Category - select from the dropdown list that aligns with the event type

  • Color - select from the dropdown a color and it will appear on the calendar

  • Location - select from the dropdown menu a location

    • If the location is not appearing, proceed the Location Hours process steps

  • Max Attendees - enter a number of attendees that can attend the event

  • Providers select the provider(s) that are connected with this appointment type

  • Click the Add button at the top right to save the Appointment Type