Booking Methods

Booking Methods are used to audit how appointments are being booked.

To view your Booking Methods:

  1. From the Appointments Setup menu, select Booking Methods .
  2. The Booking methods screen displays:

The list can be ordered, usually most frequently used first, by dragging and dropping the reasons into order.

You can also use Search booking method to find a reason if required.

See Adding Booking Methods and Editing or Deleting Booking Methods for further details.

View the following video to see how to set up and manage cancellation reasons:

 

Setting up and Managing Cancellation Reasons (1:00)

Important - For practices with a hosted server, for example AEROS, you must watch the videos on your local desktop. To do this copy and paste the url for this web page into your local browser. Local health board restrictions may also affect access.
See Video Tutorials for further Appointments Setup videos.
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