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
- Practice Discovery (understanding practice’s current protocols)
- Set-up (help them set-up calendars)
- 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