Skip to main content
All CollectionsSchedule
Managing Appointment Types
Managing Appointment Types

Learn how to create appointment types to be used on your schedule.

Angel Horowitz avatar
Written by Angel Horowitz
Updated this week

Overview

In order to schedule appointments, you need to have appointment types created. They can be customized for the specific appointment, which will make your workflow more efficient. A routine appointment is much different than a surgery. Learn how to design your appointment types for your clinic's needs.

How to Create an Appointment Type

Click the arrow to learn more

  1. Click on "Settings"

  2. Click on "Configuration" and select "View Appointment Type"

  3. Click the + on the upper right

  4. Fill in the form that appears

    image.png

  5. Click "Save"

Appointment types can be used for "blocks" of time, such as personal time, lunch, or staff meeting. For more information about scheduling appointments, see Working with Appointments.

Edit an Existing Appointment Type

Click arrow to learn more

  1. Click on "Settings"

  2. Click on "Configuration" and select "View Appointment Types"

  3. Select "Edit" on the right of the appointment type you need to edit

  4. Make the desired changes

  5. Click "Save"

Deleting an Appointment Type

Click on arrow to learn more

  1. Click on "Settings"

  2. Click on "Configuration" and select "View Appointment Types"

  3. Click on the gear icon next to the appointment type you wish to delete, and select "Delete Appointment Type"

  4. Confirm your intent to delete the appointment type

An appointment type that has been used to schedule an appointment cannot be deleted.

To Set up Default Check-In Forms

Click arrow to learn more

  1. Click on "Settings"

  2. Click on "Configuration" and select "View Appointment Types"

  3. Select "Edit" next to the appointment type you need to edit

  4. Select the Form(s) you would like to have a client fill out during the check-in process. These will be the default, but can be removed or changed at check-in if needed.

  5. Click "Save" at the botton

For more information about Forms, see Working with Forms

Setting Up Pre-Visit Confirmations

Click Arrow to learn more

  1. Ensure that Pre-Visit Confirmations are enabled under Add-Ons. Click here to learn more about pre-visit confirmation.

  2. Click on "Settings"

  3. Click on "Configuration" and select "View Appointment Types"

  4. Select "Edit" on the right of the appointment type you need to edit

  5. Change 'Allow Pre-Visit Confirm:" to "Yes"

  6. If desired, you can use the "Pre Visit Email" setting to change the email template to a custom letter.

  7. Select the applicable Letters and/or Forms you wish to send out in the "Pre-Visit Letters:" and "Pre-Visit Forms:"

  8. Click "Save"

For more information about Pre-Visit Confirmations, see Managing Pre-Visit Confirmation.

Setting Custom SMS Confirmation and Reminder Messages

Click arrow to learn more

You can define a specific message to be sent via SMS for Appointment Confirmations and Appointment Reminders. This can help give direction such as "No Food 24 hours before surgery" or "Please drop your pet off at 8 am the day of your appointment". To set these custom messages follow the below steps for reminders and/or confirmations:

  1. Click "Settings

  2. Click "Configuration" and select "View Appointment Types"

  3. Find the appointment type you wish to set up a custom SMS for

  4. Select "Edit" on the right of the appointment type you need to edit

  5. Select Custom SMS in the dropdown for Confirmation or Reminder

  6. Once selected you will see a Text Editing area with a default message. You will also see applicable variables to the left that can be used to insert relevant information

  7. Input your message, being sure to watch the character limit in the lower right

  8. If variables are desired, you can place your cursor where you want it to be inserted and click the green + icon next to the desired variable.

  9. Complete any other desired changes and click "Save"


​Other Defaults

Click the arrow to learn more

There are several defaults that can be set for each appointment type, including setting a default medical note, bundle, and even which documents should be selected when checking out the appointment. These defaults can be set when adding or editing an appointment type.

For more information about creating custom messages, see Changing Default Email Messages.

For more information about creating custom medical notes, see Working with Medical Note Templates.


​

Related Articles
Managing Pre-Visit Confirmations
Payment Types
Scheduling Appointments
Working with Forms
Online Appointment Booking
Did this answer your question?