Note: Services may also be set up using the Service Menu Layout. See, Set up Services.
To set up Services using the Adminstrator:
Go to the Administrator Select the Service tab on the top left Select the Add button that is under the Service Detail window Enter a Name for the Service in the Name field (Optional) Enter a Description for the Service, this description will appear on the Client Scheduler when that service is selected
(Optional): - Check Private to make the service available only in the Receptionist Desktop and not the Client Scheduler. - Check Off-Site to prompt the client to enter the address for the appointment - Check Client Info box AND enter a prompt in the Client Info Prompt field to ask the client for information. The response is stored in the Notes field of the appointment. Example: "Are you experiencing neck or back pain?"
Click the Save button at the bottom of the screen.
Repeat this process until all Services have been added.