Creating an Appointment Type
On the Service Appointment Types form, create codes to categorize appointments.
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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.
- Save your changes.
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