Company Account-Customize Place of Service List

Owned by Dawn Mackey (Unlicensed)
Last updated: Mar 25, 2022 by Krystel Rae Davis (Unlicensed)
2 min read

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.

 

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

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.

Inactivating a Place of Service

Click on the toggle next to the service so it is grey and in the left position

Inactive Place of Services will not:

  • 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.

 

Edit Place of Service Description

Select Edit>Modify Description>Save

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