This article will walk through how to create new appointments and clone existing appointments.
Creating a New Appointment
- Navigate to the Appointments tab and Select Create New Appointment.
- Within the Create Appointment screen fill out the fields. Each account can have different appointment forms, to prevent doubling up work fill in the Account field first. Note: All fields with a red asterisk must be filled out before saving.
- Select Save once complete.
Cloning an Existing Appointment
The cloning feature enables the swift creation of appointments that are similar to those pre-existing in the account, automatically filling in the details of the initial appointment.
- Navigate to the Appointments tab and identify the appointment you would like to clone.
- Within the appointments tab, or the appointment viewer, select the three dots>Clone.
- A popup will appear with customizable cloning options:
- Clone field values(required)- Field values entered in original appointment will be cloned.
- If you continue with only selecting this option the cloned appointment form will open allowing you to edit the fields and select a new start time/date.
- Clone confirmed participants(optional) - In addition to the field values, clone the participants in Confirmed status, Consumer and ad-hoc attendees.
- Upon selecting you will can choose which participants to clone and if you would like to Auto-confirm interpreters and other participants.
- Next you will be met with a simplified popup allowing you to update the Subject, Description, Start time/date and duration.
- Upon selecting you will can choose which participants to clone and if you would like to Auto-confirm interpreters and other participants.
- Clone field values(required)- Field values entered in original appointment will be cloned.
- Click Clone or Save to complete.