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calendar:create_reason_for_visit [2026/04/02 18:44] – created architectcalendar:create_reason_for_visit [2026/04/07 20:18] (current) – removed architect
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-===== Create Reason For Visit ===== 
-There are two ways to create a Reason For Visit. You may click on the gear icon on the top menu, then select Reasons For Visit. Then click **+ New**. 
-{{ :calendar:gear_icon_settings.png?nolink&400 |}} 
-{{ :calendar:reasons_for_visit_dialog.png?nolink&400 |}} 
  
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-Or while creating a New Appointment, when you get to the Reason For Visit field, start typing the name and click the save button. 
-{{ :calendar:calendar_create_appointment.png?nolink&400 |}} 
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-The **Name**, **Color**, and **Duration** fields are required. 
-  ***Name** - Name that will display on the appointment. 
-  ***Color** - Color of the appointment in the calendar. You can enter a hex value or click on the square to bring up the color picker. 
-  ***Duration** - Duration of the Reason for Visit. 
-  *Before buffer - If the before buffer is set it will block that much time before the appointment. 
-  *After buffer - If the after buffer is set it will block that much time after the appointment. 
-  *Default Appointment Location - If the Reason for Visit will default to In-Person, Video, or Call. 
-  *Initial Visit (Checkbox) - Will this Reason for Visit will count as an Initial Visit. Used for reports. 
-Once the fields have been filled you can click the **Save** button. 
-{{ :calendar:create_reason_for_visit_dialog.png?nolink&400 |}} 
- 
----- 
-===Next Steps:=== 
-[[calendar:create_appointment|Create Appointment]] 
calendar/create_reason_for_visit.1775155482.txt.gz · Last modified: by architect