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