Create Slot Types

Create Slot Types

Slots are defined by types of appointments and how many (max concurrency) can be scheduled in a specific slot.

Create Scheduling Slot Types

  1. On the Scheduling Setup screen, select the Slots tab.
  2. Click Add.
  3. Type Code: The Type Code displays in the Appointment Slot column on the Calendar.
  4. Description: Enter a description for the Slot.
  5. Background Color: Color displays on the left side of the Calendar where the Slot ID is located.
  6. Text Color: If a dark Background Color is selected, choose a light Text Color so it is easy to read. After you save, the Color column will reflect how the selections will display on the Calendar.

  7. Maximum Concurrent Appointments:. Enter the maximum number of appointments that can be booked in this slot. Once the Maximum Concurrent Appointment number is reached, you will get a warning. Being able to Overbook is dependent upon your permissions.

  8. Enter Effective/Expiration date if applicable. New Schedule Builds cannot be created if the effective date range of the Build includes Slot Types that are no longer active (expired).

  9.  Uncheck All Appointment Types to view all types and to limit what appointments can be booked during this slot.

  10. Choose the Appointments Types that can be booked in this slot.

  11. Click Save (F2).


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Learn More

  1. Max Concurrent Rules for Multiple Appointment Types in One Slot

  2. Override an Existing Slot using Priority


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