Planning guides and appointment types
When you make a planning guide, you can set a related appointment type. When a staff member makes an appointment in a calendar area that has the planning guide, the appointment automatically uses the appointment type. Thus, it is not necessary to manually change the appointment to the correct appointment type each time.
- Consult New Client (15 Mins)
- Consult Extended (30 Mins)
- Meeting
The appointment types that are available for planning guides are the same as those that are available for appointments.