Save time by populating the practitioner, location, and appointment length quick and easy. Appointment types also allow you to add a splash of colour to your appointments so you and receptionists can have a better overview of your day!

This article includes:

1. Create Appointment Types

2. Edit Appointment Types

3. Delete Appointment Types

4. How can I delete a restricted Appointment Type?


Create Appointment Types

1. From the calendar, click on More then Appointment Types

2. Click on Add New, Enter the name, and set your options.

3. Then click Save to create the appointment type.


💡 Setting the client group will automatically apply the appointment type to any client in the selected client group


Edit Appointment Types

1. From the calendar, click on More then Appointment Types

2. Click on the Appointment Types Description to edit the Appointment Type

3. Make any changes and click save


Delete Appointment Types

1. From the calendar, click on More then Appointment Types

2. Select 'delete' and confirm that you wish to proceed with deleting this appointment type

💡 Some appointments types may say they are restricted. You can find more information by clicking here.


How can I delete a restricted Appointment Type?

Appointment types who are restricted are enabled under your Telehealth add on. To delete appointment types currently associated with Telehealth by coreplus follow the below steps:

1. Go to Setup and select Add On

2. Open Telehealth by coreplus

3. Scroll down and disable the appointment type you wish to remove

4. Click on save.

Once disabled you can go back into the Calendar > More > Appointment types and delete the Appointment Type.


Help guides you may be interested in:

📝Enabling Telehealth by coreplus

📝Set the look and feel of your calendar

📝Make a new appointment

Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!

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