Appointment Type Setup

Pathway: Setup > Account > Appointment Type


Appointment Type Setup is used to create a list of appointment types a user can select from when creating an appointment for an account. 


Permissions

The following permissions are required to view, add and edit the Appointment Type Setup screen:


Permission ID
Permission Name
23     
Setup \ Account

Field Descriptions

Field Description
Appointment IDID used to identify the appointment.

NameThe name of the appointment that displays in the Type drop down field when the appointment is created.


Add Appointment Type Setup 

  1. Click the green + to open the Add Appointment Type editor.
  2. Complete the following required fields:
    • Enter the ID number for the appointment type.
    • Enter a Name for the appointment type.
  3. Click Save when finished.