Appointment, Availability, and Recall Types

Appointment Type

Adding a New Appointment Type

Click Utilities

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Click Company Master and then Appointment Types. On this screen, you can view and edit already existing appointment types. 

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Click New Appointment Type in the top right corner.

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Enter the appointment type details and click Save.

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Editing Appointment Type

Click Utilities

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Click Company Master and then Appointment Types. On this screen, you can view and edit already existing appointment types. 

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Click on the appointment type you wish to edit.

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Enter the appointment type details and click Save.

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Availability Type

Adding a New Availability Type 

Click Utilities

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Click Company Master and then Availability Templates.  

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Click New Availability Template in the top right corner.

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Enter the availability template details and click Save.

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Editing Availability Type

Click Utilities

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Click Company Master and then Availability Templates.  

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Click on the template you wish to edit.

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Enter the availability template details and click Save.

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Recall Type

Adding a New Recall Type

Click Utilities

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Click Company Master and then Recall Messages

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Click New Recall Message in the top right corner.

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Enter the recall message details and click Save.

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Editing a Recall Type

Click Utilities

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Click Company Master and then Recall Messages

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Click on the template you wish to edit.

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Enter the recall message details and click Save.

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