Skip to main content

Create a new diary appointment code

How do I create new diary codes? Can I have more diary appointment types?

V
Written by Valeriu Holtea
Updated over 6 months ago

Create a new code

If you want to set up new codes to report on you need to have an Administrator's Desktop license first, or you can ask someone who has one to do it.

  1. Open the Administrators Desktop.

  2. Click on Codes Maintenance.

  3. Scroll to (DTS) Diary Type Standard and click on the '+'.

  4. This shows all of the standard appointment type codes currently selectable.

  5. Right-click on the list of DTS codes and select New Code of type: DTS.

  6. Enter the desired Code with three characters max, and the Description.

  7. Click Ok.

  8. You can go back to your diary, open a new Appointment and select the new code.

🤓Tip: If you want all staff to use Appointment Codes, they can be made mandatory when entering appointments. This can be found in the Administrators Desktop > Wizards and Database Configuration > Diary > Diary Appointments. Here you can select the Diary Appointment Code Mandatory tick box.

Did this answer your question?