calendar:reason_for_visit:edit
Differences
This shows you the differences between two versions of the page.
| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| calendar:reason_for_visit:edit [2026/04/07 20:35] – Edit wording architect | calendar:reason_for_visit:edit [2026/04/16 18:25] (current) – architect | ||
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| To edit a Reason for Visit first click on the gear icon on the top menu, then select Reasons For Visit. | To edit a Reason for Visit first click on the gear icon on the top menu, then select Reasons For Visit. | ||
| {{ : | {{ : | ||
| - | Hover over the Reason for Visit you'd like to edit and click the button with the pencil icon. | + | Hover over the Reason for Visit you'd like to edit and click the button with the **pencil** icon. |
| - | {{ : | + | {{ : |
| - | This dialog will allow you to edit the info of the Reason for Visit. | + | To edit the Reason for Visit fill out the fields: |
| - | The **Name**, **Color**, and **Duration** | + | ***Name** |
| - | ***Name** - Name that will display on the appointment. | + | ***Color** |
| - | ***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** - Duration of the Reason for Visit. | + | |
| *Before buffer - If the before buffer is set it will block that much time before the appointment. | *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. | *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. | *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 will count as an Initial Visit. Used for reports. | ||
| - | Once the fields have been filled you can click the **Save** button. | + | Click the **Save** button. |
| - | {{ : | + | {{ : |
| - | You will see an alert at the top of the page when the updates have been saved successfully. | + | If the Reason for Visit was saved successfully, |
| - | {{ : | + | {{ : |
| ---- | ---- | ||
| ===Related Pages:=== | ===Related Pages:=== | ||
| *[[calendar: | *[[calendar: | ||
calendar/reason_for_visit/edit.1775594121.txt.gz · Last modified: by architect
