This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.
Restricting Appointment Types Allowed in a Session
This is an optional step, whereby you can restrict which Appointment Types can be booked into each Session Type. For example, you may have a Consultation Session Type and restrict it to only allow the following appointment types:
- Initial Consults
- Reviews
Notice
If an appointment of the type displayed has ever been booked into a session of the type you are editing, then you will not be able to untick Allowed for that appointment type.
To restrict what Appointment Types can be booked into a Session Type:
- Click Administration.
- Select Appointments from menu.
- Select Calendar Session Types sub-menu.
- Click Show on the session type you want to add restrictions to.
- Scroll down to Allowed Appointment Types section and click Edit.
- You will be presented with a list of appointment types that match the session Category (e.g. Consultation, Procedure or either if the session type is a Hybrid).
- Tick the Allowed box to allow users to book each type of appointment into the sessions of that type.
- Click Update Calendar Session Type.
For example:
- If you have created a Consultation session for a provider and booked appointments of type Further Review into that session.
- Then you edit the Allowed Appointment Types for session type Consultation,Further Review appointment types would be allowed and could not be un-ticked.
