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Create a new appointment type

Create a new appointment type lookup value.

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Written by Harry Ledger
Updated over 2 months ago

When you create an appointment history record, you will have the option to populate the Appointment Type field.

To create a new appointment type, follow these steps.

  1. Under Employees, click Lookups.

  2. Click Employee, click Appointment Types.

  3. Click New.

  4. Enter the name of the new appointment type, then click Save.

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