Setting it up

Click on “Add Appointment Type”

Give it a name, associate color

Category – required.  Different categories that go with calendar (automation in background)

• If you choose Consultation (will have automation)
• Procedure, minor and treatment – have automation
• Block – lunches, meeting and automation

Default duration – how long

Below is list of all services, when you check for service, you can now schedule for this type of service

I.E., – won’t schedule chemical peels for consultation

How to use the calendar

On the calendar, drag and drop on the date and time and column for your appointment

Fill in the information on the Pop-up

Training Clients

We will have a 3 step training protocol

1. Practice Discovery (understanding practice’s current protocols)
2. Set-up (help them set-up calendars)
3. Staff Training (train them on how to use the calendar)

FYI – As soon new calendar is activatated, you won’t be able to use the old calendar