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Difference between revisions of "Appointment Status"

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== Overview  ==
 
== Overview  ==
  
Appointment Status types are used to help you track appointment activity in progress. You can define Appointment Statûs in any way that suits your business such as by activity, outstanding issues, finance etc.  
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[[Appointment_Status]] types are used to help you track appointment activity in progress. You can define Appointment Status in any way that suits your business such as by activity, outstanding issues, finance etc.  
  
 
==== How to Create Appointment Statûs  ====
 
==== How to Create Appointment Statûs  ====
  
*Select Appointments tab  
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*Select [[Appointments]] tab  
*Select Appointment List button  
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*Select [[Appointment List]] button  
*Select an Appointment  
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*Select an [[Appointment]]
 
*Enter a new Appointment Status in the Status and tab out  
 
*Enter a new Appointment Status in the Status and tab out  
*You will be asked if you want to create a new Appointment Status - Select Yes  
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*You will be asked if you want to create a new Appointment_Status - Select Yes  
 
*Enter a name for the Appointment Status in the TYPE column  
 
*Enter a name for the Appointment Status in the TYPE column  
 
*Enter a description for the Appointment Status  
 
*Enter a description for the Appointment Status  
 
*If this is to be the Default status, tick the check box (only one type can be the default)  
 
*If this is to be the Default status, tick the check box (only one type can be the default)  
 
*Select OK to save
 
*Select OK to save

Latest revision as of 17:15, 21 June 2011

Overview

Appointment_Status types are used to help you track appointment activity in progress. You can define Appointment Status in any way that suits your business such as by activity, outstanding issues, finance etc.

How to Create Appointment Statûs

  • Select Appointments tab
  • Select Appointment List button
  • Select an Appointment
  • Enter a new Appointment Status in the Status and tab out
  • You will be asked if you want to create a new Appointment_Status - Select Yes
  • Enter a name for the Appointment Status in the TYPE column
  • Enter a description for the Appointment Status
  • If this is to be the Default status, tick the check box (only one type can be the default)
  • Select OK to save