Defining Appointment Types

A job's appointment type indicates what type of service is going to be preformed and/or what kind of product is being sold for a job. For example, your appointment types could include:

• Regular - a standard recurring service

• One-Time - a single occurrence of a service

• Promotional - a discounted service or product

Every job has an appointment type that can be selected during job creation on the General tab of a job record. You can make this field a required field in the Requirements Options dialog box.

Adding Appointment Types
Editing Appointment Types
Deleting Appointment Types

Adding Appointment Types

1. Select Tools > Lists > Appointment Type List or press CTRL+F8. The Appt. Type dialog box appears.

2. Click Add. A new row appears.

3. Type a name for the appointment type in the Event Type field.

4. Type a description of the appointment type in the Description field.

5. Repeat steps 2-4 to add additional appointment types.

6. Click OK.

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Editing Appointment Types

1. Select Tools > Lists > Appointment Type List or press CTRL+F8. The Appt. Type dialog box appears.

2. Edit any of the appointment type fields as necessary.

3. Click OK.

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Deleting Appointment Types

1. Select Tools > Lists > Appointment Type List or press CTRL+F8. The Appt. Type dialog box appears.

2. Select the appointment type you want to delete by clicking the gray button to the left of the appointment type.

3. Click Delete.

4. Click OK.

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