The Services Base Table is used when Scheduling a Client for an Appointment. The User will select from a drop-down which Services are provided.
Add a Record
1. Select Services from the Appointment Scheduler Base Tables section. The page displays.
2. Click the Add button at the top right of the page. The Add window displays.
3. Enter all required information and any additional information to complete the page. Display Order is the Order of the Columns when they are added to Appointment Sheet.
4. Select the Virtual Flag check box if the appointment is to display in the Participant Portal.
5. To discard information and start over, click the Cancel button.
6. To save information, click the OK button.
Edit a Record
1. Select a link from the Services Base Table. The page displays.
2. Enter all required information and any additional information to complete the window.
3. To discard information and start over, click the Cancel button.
4. To save information, click the OK button, Edit Modal closes. Hit Save.
*Record cannot be deleted once added.