Creating an Appointment Type

On the Service Appointment Types form, create codes to categorize appointments.

  1. Specify this information:
    Appointment Type
    Specify a unique identifier assigned to the appointment type record.
    Description
    Specify an explanation of the appointment type record. This description will be used within service scheduling when the appointment type is used unless a description already exists from the incident or SRO.
    Show as Available
    Select this check box to set the appointment type as free when scheduling an appointment.
    Need Substitute
    Select this check box if the appointment type requires a substitute.
  2. Save your changes.