Appointment book quick-book and default services
An up-to-date quick-book service list and default booking services will help to increase your appointment booking efficiency.
- Configuring your quick-book service list
- Changing the default booking category for a quick-book service
- Adjusting the default booking time for a quick-book service
- Default booking services
Configuring your quick-book service list
- Open Configure - Services.
- Locate the service you wish to add/remove from the quick-book list, double-click the service to open the configuration screen.
- Under the heading Appointment Book is a tick box for List in Appointment Book Quick Services.
- Tick this box for the service to be displayed or remove the tick if you don't wish it to be listed here.
- Click OK to save your changes.
Changing the default booking category for a quick-book service
- Open Configure - Services.
- Locate the service you wish to edit, double-click the service to open the configuration screen.
- Under the heading Appointment Book you will find a field for Appointment Category.
- Click into this box to reveal the search box, select this box then choose a category.
See Configuring Service Categories to edit this list. - Click OK to save your changes.
Adjusting the default booking time for a quick-book service
- Open Configure - Services.
- Locate the service you wish to add/remove from the quick-book list, double-click the service to open the configuration screen.
- Under the heading Appointment Book you will find a field for Appointment Length.
- Change the time to the desired time.
- Click OK to save your changes.
Default booking services
You can configure default services to pre-populate when creating an appointment. The options available include Dentist appointment, Hygiene appointment, Family appointment.
These are configured via the appointment book configuration menu.
- Configure - Appointment Book.
- Under the heading Quick Book Services are the three available options.
- Click into a field to reveal the selection button, click this then select your desired option or remove if you wish for this to be left blank.
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