Differences

This shows you the differences between two versions of the page.

--- calendar:reason_for_visit:create [2026/04/07 19:49] – created architect
+++ calendar:reason_for_visit:create [2026/04/16 18:22] (current) – architect
@@ Line 1: / Line 1: @@
 ====== 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**.
+To create a reason for visit, click on the gear icon on the top menu. Select Reasons For Visit.
 {{ :calendar:gear_icon_settings.png?nolink&400 |}}
+Click **+ New**. You will see a dialog with the title New reason for visit.
 {{ :calendar:reasons_for_visit_dialog.png?nolink&400 |}}
+To save the Reason for Visit fill out the fields:
-Or while creating a New Appointment, when you get to the Reason For Visit field, start typing the name and click the save button.
+  ***Name** (Required)- Name that will display on the appointment.
-{{ :calendar:calendar_create_appointment.png?nolink&400 |}}
+  ***Color** (Required)- 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** (Required)- Duration of the Reason for Visit.
-You will see a dialog with the title New reason for visit.
-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.
+  *Initial Visit (Checkbox) - Will this Reason for Visit count as an Initial Visit. Used for reports.
-Once the fields have been filled you can click the **Save** button.
+Click the **Save** button.
 {{ :calendar:create_reason_for_visit_dialog.png?nolink&400 |}}
+If the Reason for Visit is saved successfully, a toast will appear with the message 'Reason created successfully'.
+{{ :calendar:reason_for_visit:rfv_toast_rfv_create_success.png?nolink&500 |}}
 ----
 ===Next Steps:===
 [[calendar:create_appointment|Create Appointment]]