Add Appointment Categories

An Appointment is used to book a specific time to complete a particular job. Appointments are being displayed on the calendars of all involved parties. The system will alert you to schedule conflicts if an Appointment is scheduled during the same time period as another appointment or schedule.

Example: As an office staff person, you may book a lunch meeting with a contact who is a good referral source for your company; or you may book an assessment visit with a Client.

To add a new Appointment Category to the Appointment Categories' master list in the User Defined Module:

1. Open the User Defined Module. Click on the “Scheduling” drop down tool on the ribbon and choose Appointment Categories.   

2. Click on “Add” in the toolbar. Fill out the required fields and click Save to add the new Appointment Category.

   Field	Description
   Description	The name of the Appointment Category (Example: Assessment Visit)
   Image	(Optional) Choose a specific image for easier identification in the master list.
   Sort	(Optional) Assign a specific numeric value to change the order of the item in the list.
   Touch	A “Touch” represents interactions with your referrals and Organization contacts. Check the “Touch” checkbox on appropriate Event Categories to be able to track your contact with these Organizations. Touches with your referral contacts are tracked and reported in the Reporting Module under Analysis Reports > Referrals > Times Contacted. Example: Sales meeting with a referral source.
   Note	(Optional) Additional information about this category.
   Default Length	(Optional) Default length (in minutes) of an Appointment of this category. When setting up a new Appointment, the length will automatically be set to the Default Length when the category is selected. If the Default Length is 0, then the Event’s length will not reset when choosing this category.
   Display for	(Optional) Limit the types of people that this Appointment Category applies to. If any of the types are checked off, then this category will only be selectable when setting up an Appointment where the Primary Person is the selected type(s) (e.g. Client). If nothing is checked here, then this category can be selected any time you create an Appointment, for any type of person.
   Billable	Choose an appropriate option from the drop down tool to specify whether this Appointment is going to be billed to a client. Used with the “Billables” feature to mark Appointment types that can be billed to a client.