Differences

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

--- calendar:reason_for_visit:edit [2026/04/07 20:45] – architect
+++ calendar:reason_for_visit:edit [2026/04/16 18:25] (current) – architect
@@ Line 2: / Line 2: @@
 To edit a Reason for Visit first click on the gear icon on the top menu, then select Reasons For Visit.
 {{ :calendar:gear_icon_settings.png?nolink&400 |}}
-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.
 {{ :calendar:reason_for_visit:reasons_for_visit_hover_edit.png?nolink&400 |}}
-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** fields are required.
+  ***Name** (Required)- Name that will display on the appointment.
-  ***Name** - Name that will display on the appointment.
+  ***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.
-  ***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** (Required) - Duration of the Reason for Visit.
-  ***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.
+Click the **Save** button.
 {{ :calendar:reason_for_visit:reasons_for_visit_edit_dialog.png?nolink&400 |}}
-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, then a toast will appear with the message 'Reason saved successfully'.
 {{ :calendar:reason_for_visit:reasons_for_visit_alert_edit_successfull.png?nolink&600 |}}