Appointment Type Setup
Last Modified on 04/15/2026 2:37 pm PDT
Pathway: Setup > Account > Appointment Type
Appointment Type Setup is used to create a list of appointment types a user can select from when adding an appointment for an account.
Field Descriptions
Field | Description |
| Appointment ID | Required numeric ID for the Appointment Type
|
| Name | A required text label that identifies the Appointment Type. This name appears in scheduling drop downs, on the calendar, and in reporting (e.g., "Initial Consultation").
|
Add/Edit an Appointment Type
To add or edit an Appointment Type, use the following steps. Once created, the Appointment Type will be selectable from the Type field when adding or modifying an appointment.
To Add
- Click the green + icon to open the Create Appointment Type editor.
- Enter the following required fields:
- A unique AppointmentID number for the appointment type.
- A descriptive Name for the appointment type.
Recommendation: Keep names brief yet descriptive to ensure they are easy to read in calendar view.
- Click Save when finished.
To Edit
Click on the data that needs to be modified from the Setup screen. Make the change and then click outside the field. The system will auto-save the changes.
Application of Appointment Type
The Appointment Type configurations that are set up here are visible to and used specifically when creating an appointment via the calendar.
Add Appointment
Permissions
The following permissions are required to view, add and edit the Appointment Type Setup screen:
| Permission ID | Permission Name |
| 23 | Setup \ Account |
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