Appointment & Event Types (Settings Tab)

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

• 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