Design / Update Appointment Book Templates

Follow

Templates in the appointment book cater to

  • Start and Finish Times

  • Weekly Meetings / Breaks

  • Lunch Breaks

  • Days Off / Not Working Each Week

  • Pre-Set Slots

  1. Click the navigation menu > Appointments

  2. Click the hamburger menu > Setup All Books

  3. Select the Book

  4. Click Templates...

    1. Click Add [+] icon to enter the date the template becomes effective
    2. Enter the Start date of the template
    3. Click OK
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    4. Use the left mouse click to view options to design the template
      1. Preset Slot: Use to enter predetermined Preset Slots, such as Emergency Work Only
      2. Break: Use to add Lunch, Meetings and to prevent bookings at the start / end of a day
      3. Nonstandard slot: Use to enter anything less than the standard slot duration, e.g. 4mins
      4. Template Parameters: Use to change the start/finish times and slot duration.
        Also select if a day is a Holiday, which is then removed from view when working in the Appointment Book.

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      5. When finished:

        1. Select Whole Template radio button

        2. Click APPLY TO THE BOOK'S DAYS

        3. Click EXIT

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