EMS | Appointment Code Setup
Description
Appointment Code Setup creates the booking rules for all staff based appointments. The initial code creation defines the dependency on "Rooms" or "Facilities" and sets the fundamental business rules for the organisation.
Resolution
Creating Appointment Codes
In "Administrator" or via "Configuration" click onto “Appointment Codes”
- To create new Appointment click onto the "Green Plus"
- Enter a Code - the code is a maximum of 8 characters
- Enter a description
- Select an appointment "Category" from the dropdown list
- Select the default length - the length is configured based on the default Interval
- Interval if your business uses multiple column intervals please select the relevant either 5, 10, 15 minutes
- Select a "Income Centre" from the dropdown list
- Select the "Gender"
- The default is "Either" this removes any dependency on the guest gender
- Selecting "Female" or "Male" will restrict a booking based on the guest declared gender based on your organisations configured title/pronouns settings
- If the the appointment has a dependency on a "Room" or "Facility" select the relevant option in "Column Requirements"
- No Room or Facility Required - creates an appointment which only requires a staff member to be booked
- Room Required - creates an appointment which is dependent on a staff member and room being available
- Facility Required - creates an appointment which is dependent on a staff member and facility being available
- Move the required Sites from left to right to allocate
- Select the "Green Tick" to confirm
Advanced setting
- Book Room In Waiting Time - Activating this enables the ability to schedule a staff member and room, booking the staff member for a start and finish appointment allowing for a gab between services, keeping the room booked during the gap - See Room Waiting Time
- 2+ Staff - Activating this enables the ability to configure appointments which require multiple staff or rooms to complete the booking - Appointment Code - Multiple Staff Appointments
- Appointment Link Available - Activating this enables the ability to force an appointment which follows the initial booking. Typically used in the hair service where an initial technical appointment (colour hair) is followed by a finishing service (styling) - See Appointment Code - Linked Appointments
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