How to Configure a New Appointment Type for Your Vision(X) Site
This tutorial will demonstrate how to configure a new appointment type for use in your Vision(X) site.
In the Settings tab, select the "Organization" toggle to view the list of your organizations. Select the appropriate Org, then click the edit button in the "Actions" column:
The "Edit Organization" menu will appear, populated by a list of existing appointment types. "System"-type appointments come pre-configured for your Vision(X) site, and require only to be activated as appropriate. "Custom"-type appointments are configured manually by the user. Use the search field and "Show Active Only" toggle" as needed to locate and edit a specific appointment type, or click "New Appointment Type" to create a brand new one:
Edit Organization Menu
The Edit Organization menu will appear. Enter values for all required fields (marked by blue asterisk), as well as any other options, such as a room description, category, recall time and interval, and color coding for your Scheduler. When finished, click "Save":
Success!
You will see a message confirming that the new appointment type has been saved to your Vision(X) site.



