There are various ways to set up the evaluation rooms in an office or facility.

 

Option #1

  • Navigate to the Appointments screen. 
  • Click on the Settings button, which is located on the right side of the screen, in the Side Panel section.


  • The Appointment Settings screen will be displayed: 


  • To add a room, click the 'Add' button found on the screen's toolbar, then choose the 'Rooms' option.

  • The following screen will be displayed:


  • To add a new office room, simply click the 'Add' button.


  • Provide a description for the designed office space in the 'Room' field.


  • Choose a color to represent the office room.


  • Choose the Office Room to be attached.


  • To set a room as the default location for all newly created appointments, choose the 'Is Default' option.


  • Select the 'Save' button.
  • Press the 'Cancel' button to abort the operation. No changes will be saved to the system.
  • The dates configured on this screen will be displayed in the appointment line of the Appointments screen.
  • The days configured on this screen will be displayed in the Location field when creating an appointment.
  • Example:

               

  • To arrange the office or center evaluation rooms as per your preference, click on the 'Sort Editor' button situated at the top of the screen.


  • The following screen will be displayed: 


  • Arrange the rooms in the preferred order to be displayed when scheduling an appointment.


  • The organized rooms will be displayed as follows when creating an appointment:


Option #2

  • Select the 'QuickLinks' option, situated at the top of the screen.
  • Choose the Settings option. 
  • The following screen will be displayed: 
  • Click on the Office button, then choose the Appointments option.


  • The Appointment Settings screen will be displayed: 


  • To add a room, click the 'Add' button found on the screen's toolbar, then choose the 'Rooms' option.

  • The following screen will be displayed:


  • To add a new office room, simply click the 'Add' button.


  • Provide a description for the designed office space in the 'Room' field.


  • Choose a color to represent the office room.


  • Choose the Office Room to be attached.


  • To set a room as the default location for all newly created appointments, choose the 'Is Default' option.


  • Select the 'Save' button.
  • Press the 'Cancel' button to abort the operation. No changes will be saved to the system.
  • The dates configured on this screen will be displayed in the appointment line of the Appointments screen.
  • The days configured on this screen will be displayed in the Location field when creating an appointment.
  • Example:

               

  • To arrange the office or center evaluation rooms as per your preference, click on the 'Sort Editor' button situated at the top of the screen.


  • The following screen will be displayed: 


  • Arrange the rooms in the preferred order to be displayed when scheduling an appointment.


  • The organized rooms will be displayed as follows when creating an appointment:


Option #3

  • Click the Settings button in the main menu.


  • The following screen will be displayed: 
  • Click on the Office button, then choose the Appointments option.


  • The Appointment Settings screen will be displayed: 


  • To add a room, click the 'Add' button found on the screen's toolbar, then choose the 'Rooms' option.

  • The following screen will be displayed:


  • To add a new office room, simply click the 'Add' button.


  • Provide a description for the designed office space in the 'Room' field.


  • Choose a color to represent the office room.


  • Choose the Office Room to be attached.


  • To set a room as the default location for all newly created appointments, choose the 'Is Default' option.


  • Select the 'Save' button.
  • Press the 'Cancel' button to abort the operation. No changes will be saved to the system.
  • The dates configured on this screen will be displayed in the appointment line of the Appointments screen.
  • The days configured on this screen will be displayed in the Location field when creating an appointment.
  • Example:

               

  • To arrange the office or center evaluation rooms as per your preference, click on the 'Sort Editor' button situated at the top of the screen.


  • The following screen will be displayed: 


  • Arrange the rooms in the preferred order to be displayed when scheduling an appointment.


  • The organized rooms will be displayed as follows when creating an appointment:



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