EMS | Appointment Categories

EMS | Appointment Categories

Description

Appointment Categories  provides the ability to group appointments under a common heading providing the ability to search by category when booking, and to provide summary static reports.

Resolution



Creating Appointment Categories

In "Administrator" click onto "Initial Setup Menu"  then click onto "Appointment Categories" or via "Configuration" click onto "Appointment Categories" 
   
 

  1. To input a new “Appointment Category” click onto the “Green Plus” button
  2. Enter the category name in the “Description” box
  3. You can select a colour which will be displayed on the appointment views
  4. Select the "Green Tick" to confirm

Appointment Category Colour

You are able to “Colour Code” different Categories of treatment, this will reflect in the diary when you book an appointment which falls under said category
Click onto the “Diary View Colour” 

You can the select:
  1. The basic colour pallet
  2. The rainbow section panel
  3. Enter the RGB colour pallet codes

    • Related Articles

    • EMS | Appointment Progress Types

      Description The guest journey is visually displayed by its progress status and associated colour. At each stage of the guests journey the appointment will change colour so users can clearly see the progress of the booking. The progress stages are ...
    • EMS | Appointment Display Status Types

      Description Display Status Types can be used to alert the user to specific types of clients, requests from clients and the status types can also be used in Marketing. Resolution Creating Display Status Type In "Administrator" click onto "Initial ...
    • EMS | Appointment Code - Linked Appointments

      Description Using Linked Appointments prompts the user to select a secondary appointment when booking, and will also suggest the best time to book the appointment. Typically used in the hair service where an initial technical appointment (colour ...
    • EMS | Appointment Booking

      Description Appointment Book provides the functionality to view, amend and book appointments This article provides details of the screen layout and available features Resolution In “Reception” click onto “Appointment Booking” Appointment Book Screen ...
    • EMS | Facility Appointments Code Setup

      Description Facility Appointment Code Setup creates the booking rules for facility only based appointments. The initial code creation defines the dependency on "Facilities" and sets the fundamental business rules for the organisation. Providing the ...