Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This tutorial will show Admin Users who have permissions to View and Edit Company account settings to choose the Place of Service values they want staff to select in the appointment details screen.

...

Info

Go To Company Account>Scheduling>Scroll Down to Place of Services Setting

Info

Select toggle next to the Place of Service

Good to Know: Only Active Place of Service values will display in the Default Place of Service Field Drop Down.

...

  • Be displayed as a value in the Default Place of Service Drop Down Field

  • Be an option for users to select in the appointment details screen

Good to Know:

  1. After inactivating a place of service existing appointments using the value will not be impacted.

  2. If the place of service you are inactivating is set as the Default Place of Service, you will need to select a different Default Place of Service before inactivating.

...

Select Edit>Modify Description>Save

Good to Know: Changes will be applied to Existing and New Appointments

...