To create a reason for visit, click on the gear icon on the top menu. Select Reasons For Visit. Click + New. You will see a dialog with the title New reason for visit.

To save the Reason for Visit fill out the fields:

• Name (Required)- 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.
• Duration (Required)- 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 count as an Initial Visit. Used for reports.

Click the Save button.

If the Reason for Visit is saved successfully, a toast will appear with the message 'Reason created successfully'.

Create Appointment