Appointment types are templates that can be created to save time when booking a new appointment.
The following can be set as part of an appointment type:
| Appointment type name | The name that shows in the appointments list for your users. | |
| Lead group | The lead group that the appointment is associated with. | |
| Appointment title | The name that shows for the calendar event. This is what the lead sees if the appointment is shared with them. | |
| Duration | The length of time that the appointment is for. | |
| Users | The user or user group that the appointment is to be booked with. Note: When selecting a user group a single available user is selected for the appointment. | |
| Location | There are three options: Site address: The address listed in the associated site for the lead. Address on lead: The address associated against the lead. Other: A custom location can be set. | |
| Invite customer | If selected the lead will automatically be sent an email with a calendar invite when the appointment is booked. |
Viewing your appointment types
To see your appointment types select Settings > Appointments from the navigation menu.
A list with your appointment types will then be shown on screen.
From here you can add, edit or delete appointment types.
Creating a new appointment type
When viewing your appointment types:
Click on New appointment type.
You can then set the appointment details.
Once that's done click on Save.
The new appointment type will then be shown in the list
This appointment type can now be used to create an appointment from a lead.
Editing an appointment type
When viewing your appointment types:
Click on the three dots to the right side of the appointment name andSelect Edit.
You can then change the appointment settings. Click on Save once you're done.
Deleting an appointment type
When viewing your appointment types:
Click on the three dots to the right side of the appointment name and select Delete.
Confirm that you'd like to delete the appointment type.
A notification will then show on screen confirming that the appointment type has been deleted.