Appointment Types

Appointment Types are ways to categorize the types of appointments that can be set up in a User's Personal Trace Calendar.  (Traces are reminders for Skyware System managers and Users. The personal tracing calendar allows managers to see what traces and appointments they have for a day or date range).

Appointment Types can be items such as "Personal Business", "Staff Meeting", or any categories you desire to define the different types of appointments your staff may have occurring at your Property.

You may edit the Appointment Types configuration to suit your Property at any time if you have the appropriate access/authorization, using the Sales and Catering Configuration sub-system. The Sales and Catering Configuration Menu area is part of the Property and System Configuration area of Skyware Systems.

The Sales and Catering Configuration commands allow you to utilize your Sales and Catering Module to its fullest potential and manage your functions or events in a concise, cohesive manner. If your Property does not currently have our Sales and Catering Module and you are interested in adding it, please contact us at  Sales@SkywareSystems.com.

 

 


Select Managers Screen from the Quick Menu on the left side of the screen, then select Configuration > Sales and Catering =>.

Quick Menu with Manager's Screen option selected

Select Manager's Screen to be taken to the MANAGER'S COMMANDS screen.

Manager's Commands Menu

Select Configuration to be taken to the PROPERTY AND SYSTEM CONFIGURATION screen.

Manager's Commands Menu with Configuration option selected

Alternately, you may also be able to select Configuration directly from the Quick Menu, if the menu has been set up to include the Configuration option.

This will take you to The Property System Configuration Menu.

Property and System Configuraion Menu

The list of property configuration options are divided into four sections, which are Required Configuration, Optional Configuration, Locales/Dates and Sub-Systems.

Select Sales and Catering => from the Sub-Systems section.

Sub-Systems section of the Property System Configuration menu with Sales and Catering Configuration menu command selected

This will open the Sales and Catering Configuration Menu.

The Sales and Catering Configuration Menu has four sections: Sales, Catering, Menus and Inventory.

Sales and Catering Configuration Menu screen

Select Appointment Types from the Sales section.

Sales section of the Sales and Catering Configuration menu with Appointment Type command selected

 

When opened, the Appointment Type Maintenance screen display is split into two frames, with the left side of the screen listing any already configured Appointment Types for the Property and the right side containing the fields you need to complete in order to add or edit an Appointment Type for the Property. Any changes made on the right, once saved, will be updated in the listings to the left. Enter the different Appointment Types for your Property.

Appointment Type Maintenance screen example

The currently configured options are displayed by:

Order: List Order of the Appointment Types. This will display your Appointment Types in the order you desire in the interface. If there is no list order number, the Appointment Types will be displayed alphabetically.

Code: The Appointment Type Code, a short version of a name for the specific Appointment Type. Codes can be up to 10 characters.

Name: The actual name of the Appointment Type or how you wish to refer to it.

 

Your options include the following:

Generate a new entry:

Click the New Generate New Entry button button from the toolbar to add a new Appointment Type.

Complete the fields described below.

OR:

Select an existing Appointment Type from the list on the left, and click the Replicate Replicate Current Entry button button from the toolbar. Then change the field information as described below.

Edit the current selection:

Change the field information described below.

 

Appointment Type Maintenance screen right side detail for editing

 

Type Code: This should be the short version of the Appointment Type name, that will be used in the interface when selecting options. Codes should be easily recognizable by your staff. Codes may be up to 10 characters in length.

This field is required.

List Order: This determines in what order the Appointment Type appears listed in the interface.

Enter a number into the List Order field.

This field is optional, however it we recommend that you list the Appointment Type in the order you prefer. This makes it easier for staff to find the Appointment Type they need in the interface.

Type Description: This is the name or description of the Appointment Type. You should enter the full description of the Appointment Type here.

This field is required.

 

When you are finished adding or editing an Appointment Type, click the Save Save button button to save the changes.

To view any changes made, click the Activity log Activity Log button button in the local tool bar.

 

Date Updated February 18, 2021