Appointment types define the kinds of visits your clinic offers — for example, a New Patient Consult or a Follow-up. Each practitioner can be assigned specific types, and each type carries its own duration, color, and default forms, which is what powers the filtering and color coding you see on the scheduler.
What you'll learn
Where to manage appointment types
What fields each type has, including mode and default forms
What the snapshot/detail view shows for an existing type
The appointment types list
Go to Settings > Appointment Types. You'll see a grid of every appointment type your clinic has configured, with an Add/Edit drawer for creating or changing one.
The Appointment Types settings grid, listing each type with its name, mode, duration, and color swatch, with an Add button in the header.
Adding or editing a type
1
Click Add (or select an existing type to edit)
Opens the appointment type drawer.
2
Enter a name
Give the type a clear, patient-friendly name.
3
Choose a mode
Select one mode for the type — in-person, telehealth, or home-visit — using the mode field.
4
Set the duration
Enter how long a visit of this type takes by default.
5
Pick a color
Choose the color used for this type's appointment blocks on the scheduler.
6
Attach default forms, if any
Select any forms that should automatically attach to appointments of this type.
7
Save
Save the appointment type.
Mode is single-select The mode field is a single-select radio choice, not a multi-select. An appointment type has exactly one mode — if you need the same visit offered both in-person and via telehealth, set up separate appointment types for each.
The Appointment Type Add/Edit drawer, showing the name field, the single-select mode radio group, duration, color picker, and default forms selector.
The snapshot view
Selecting an existing type shows a read-only snapshot before you edit it.
Some sections only show when relevant The snapshot only shows a "Default forms" section if forms are actually assigned to the type, and only shows a Description block if a description was entered. If neither applies, those sections are left out rather than shown empty.
FAQ
No. Mode is single-select, so each appointment type has exactly one mode. Create separate types if you offer the same visit in more than one mode.
It only appears if forms are actually attached to that type. Types with no forms assigned won't show the section.
