Accessing Appointment Settings
On the ProClient Homepage, click on Settings from the left side menu. Then select Appointments
Appointment Types Manager
You will be taken to the Appointment Types manager. This page shows you each user account and the appointment type assigned to that user. If none is assigned, you will see “No appointment type assigned” under the user name.
By default, you are shown all Appointment Types. If you also want to see active appointment types, click on the button that says Hide Inactive.
Adding a New Appointment Type
When you want to create an appointment type, click on + Add. This will open the Appointment Manager feature.
You will be able to create a new appointment type, give it a name and description, set location and details, configure notifications, and so on.
Appointment Web Form
You are can customize the capture information when a customer schedules this appointment type. Simply drag and drop fields for a fully customizable form.
Appointment Notifications
You are provided with a wealth of options for customizing the new appointment type. These include Appointment Details, Web Form options, and Notification options.
You can personalize each notification sent to your customers by inserting merge fields from over 35 options, adding a personal touch to these messages.
Assigning Appointment Types
On this section you can select which appointment types are allowed for an External Appointment. It will then give an Appointment Link and and Encrypted Link.
To learn more about adding and customizing appointment types, please see: Settings - Appointments - Add new appointment type