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:

Recommended Article:
- Learn More About: Appointments / Settings / Office Rooms