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
Tip: Before adding or removing any services from the list, open your current list and take a screen-shot or use the Windows Snipping Tool to take an image of the current list. This will help you locate all the current services without navigating back and forth between windows. |
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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