This article is meant for those that have the permission 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” and “How to set up and manage Appointment Columns”. After following through with this article you will be able to:
- Know why and when you should use Appointment Groups
- Creating new Appointment Groups
- Edit & removing existing Appointment Groups
The Appointment Groups overview
These settings can be found by clicking on the icon in the top right side of the screen and clicking on General Settings. On the left side of the screen you will see several links that lead to the settings page of different functionalities. For now you may click on Appointment Groups:
Appointment Groups are being used in order to manage multiple Appointment Columns at the same time. These groups can be based on different clinic locations (branches) and/or the types of animals you treat.
On the first page you will see an overview of all the existing Appointment Groups which looks similar to this:
This overview provides information on five different columns:
On the right side of the overview you will also see the icon to edit an Appointment Group and the to delete one.
Adding a new Appointment Group
Let’s add an Appointment Group by clicking on the icon at the left bottom corner of the overview.
Enter the Name, Sequence, Interval, Start & End for this Group. Please note that Agenda Groups can be based on Practices/Clinics or the type of Animals you treat (Livestock, Companion Animals etc).
Here is an overview of the affected functionalities in case the boxes “Display client address” , “Display client phone”, “Display category colours” and “Appointment columns” are checked:
NOTE: When using this functionality, please make sure to remove any existing columns in the Appointment Group for the functionality to work correctly.
If this is your first time setting up an Appointment Group, please leave the Appointment Columns box unchecked and add existing columns manually.
Manually adding Appointment Columns can be done by selecting the respective column from the dropdown menu and clicking Add:
Once you have added the columns make sure to click on the Save button to store your settings.
Editing or removing an Appointment Group
An Appointment Group can be edited in the Appointment Group Page by simply clicking on the icon next to the group you want to edit and the removal of a group can be done by using the icon.
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?
- How set up and manage Appointment Columns
- How to set up and manage Appointment Groups (currently here)
- How to set up and manage Appointment Types