Create New "Views" On The Appointment Book

Create New "Views" On The Appointment Book

Adding different views gives the schedule additional flexibility and gives the users various choices on how they would like to view the schedule
How to access different views on the appointment book?

      1. The views can be filtered through on the top left corner of the schedule

Creating additional views: Where to go?

       1.   Additional views can be created under Schedule->Views
       2.  Click Create or Make Inactive to delete
                   *use the search bar or click on the code to edit an existing View,
Creating a "View"

      1. Create a name and select the facility that this view will display under.
      2. Select how you would like to view the schedule.
      3. Select what or who gets displayed on this View Template.

Set Default Views for each User

      1. Navigate to List->Users
      2. Select the Account and click on the settings tab
      3. Select the views for each facility (if more than one is listed)

Video guide