This article is meant for those that have user permissions to change the settings of the Appointment page(s) in Animana. Before we continue, please make sure you have read the article “An overview of the Appointment Groups, Appointment Columns and Appointment Types”, “How to set up and manage Appointment Columns”, “How to set up and manage Appointment Groups”.
After reading this article you will be able to:
- Know why you should manage your Appointment Types
- Creating new Appointment Types
- Editing & removing existing Appointment Types
Overview of the Appointment Types
The Appointment Types are helpful because they allow you and your employees to become more efficient with managing their appointments in Animana. With every Appointment Type, you are able to provide a default duration and colour code it! Which means that the user does not have to manually fill that in.
By creating different Appointment Types, you will also be creating an easy overview of the types of appointments scheduled in the Agenda/Diary. The Appointment Types can be found during the process of creating an Appointment as shown below:
The Appointment Type settings can be found by clicking on the icon in the top right side of the screen and clicking on “General Settings”. Then on the left side of the screen click on “Appointment Types”:
Once you have gotten to the Appointment Types page you will be able to see an overview of all the types currently available and created in your Animana environment:
Here is a brief description of all the columns listed in this table:
Creating a new Appointment Type
Let’s add an Appointment Type by clicking on the icon at the left bottom corner of the overview. You will be directed to a page that displays these fields:
Fill in the description, minutes and sequence. The “without status” checkbox enables you to turn of the status functionality for this Appointment Type which means you are not able to update status of your appointment, please see the comparison below:
As you can see the status functionality disappears on the appointment when you check the “without status” box. Using the “without status” functionality might come in handy when you have appointment types such as lunch or free time periods. If you want to learn more about statuses, read the article “Creating and managing Appointments”.
The colour field enables you to select a colour appropriate for your Appointment Type. Click in the field and use the ‘colour picker’ as shown below:
Before you can click on the Save button after picking a colour, make sure to click anywhere on the white space of this page to make the ‘colour picker’ disappear.
Editing an Appointment Type
Changing an Appointment Type can be done by simply hovering and clicking on the name of the Appointment Type you want to change in the overview page.
Removing an Appointment Type
If you want to remove an Appointment Type, click on the icon and confirm the deletion by clicking OK:
This article belongs to a larger learning track about Appointment Settings. If this is your first time editing the settings, please follow through this track in this exact order in order to fully utilise the capabilities of the Appointment Settings:
- What are Appointment Groups, Columns and Types
- An overview of the Appointment Types, Columns and Groups
- How set up and manage Appointment Columns
- How to set up and manage Appointment Groups
- How to set up and manage Appointment Types (currently here)