Associate staff with an Appointment Type

Objective

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Associate staff members with an appointment type so they can be selected when scheduling appointments.

Solution

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Use the Appointment Type settings to select the staff members who can be assigned to appointments of that type.

1. Go to the Activities menu > Appointments.     
2. Select the Types tab.
3. Choose More Options menu (three dots) next to the Appointment Type you would like to update and select Edit.
4. Go to the bottom of the Step 1 page and select Associate Staff Availability.
5. Select the checkbox next to any staff you want associated with this Appointment Type.
6. Click Save.

⚙️Note: User Permissions may limit access to this feature or functionality.