Option #1

• Click on the QuickLinks text, located at the top of the screen. 

• Select the Settings option.
  
  

• The following screen will be displayed:  

• Press the Office button and then select the Appointments option.  
  

• The following screen will be displayed:

• Press the Add button, located at the top of the screen. 
• Select the Rooms option.

• The following screen will be displayed:

• Press the Add button to create a new evaluation room for the office. 

• Type in the Room field, a description of the evaluation room, which you are configuring.  

• Select a color to identify the evaluation room.

• Select the office to be assigned to the evaluation room.

• Select the Is Default option, to identify the evaluation room, where all created appointments will be placed.

• Select the Is Virtual option, to identify the evaluation room will be virtual. 

• Press the Save button to save the newly configured evaluation room in the system. 
• Press the Cancel button to cancel the action.
• The days configured in this screen will be displayed in the Location field when creating an appointment. 
• Example:

• Press the Sort Editor button, located at the top of the screen, to sort the office or center evaluation rooms according to the user's preference.  

• The following screen will be displayed:

• Drag the rooms, according to the order of preference, that the user wants to be displayed when creating an appointment. 

• This is how the organized rooms will be displayed when creating an appointment:

Option #2

• Press the Settings button in the main menu.  

• The following screen will be displayed:  

• Press the Office button and then select the Appointments option.  

• The following screen will be displayed:

• Press the Add button, located at the top of the screen. 
• Select the Rooms option.

• The following screen will be displayed:

• Press the Add button to create a new evaluation room for the office. 

• Type in the Room field, a description of the evaluation room, which you are configuring.  

• Select a color to identify the evaluation room.

• Select the office to be assigned to the evaluation room.

• Select the Is Default option, to identify the evaluation room, where all created appointments will be placed.

• Select the Is Virtual option, to identify the evaluation room will be virtual. 

• Press the Save button to save the newly configured evaluation room in the system. 
• Press the Cancel button to cancel the action.
• The days configured in this screen will be displayed in the Location field when creating an appointment. 
• Example:

• Press the Sort Editor button, located at the top of the screen, to sort the office or center evaluation rooms according to the user's preference.  

• The following screen will be displayed:

• Drag the rooms, according to the order of preference, that the user wants to be displayed when creating an appointment. 

• This is how the organized rooms will be displayed when creating an appointment:

Option #3

• Go to the Appointments screen. 
• Press the Settings button, located on the right side of the screen. 

• The following screen will be displayed:

• Press the Add button, located at the top of the screen. 
• Select the Rooms option.

• The following screen will be displayed:

• Press the Add button to create a new evaluation room for the office. 

• Type in the Room field, a description of the evaluation room, which you are configuring.  

• Select a color to identify the evaluation room.

• Select the office to be assigned to the evaluation room.

• Select the Is Default option, to identify the evaluation room, where all created appointments will be placed.

• Select the Is Virtual option, to identify the evaluation room will be virtual. 

• Press the Save button to save the newly configured evaluation room in the system. 
• Press the Cancel button to cancel the action.
• The days configured in this screen will be displayed in the Location field when creating an appointment. 
• Example:

• Press the Sort Editor button, located at the top of the screen, to sort the office or center evaluation rooms according to the user's preference.  

• The following screen will be displayed:

• Drag the rooms, according to the order of preference, that the user wants to be displayed when creating an appointment. 

• This is how the organized rooms will be displayed when creating an appointment:

Recommended Article:

• Learn More About: Appointments / Settings / Office Rooms