Booking Types
Why Use This Function:
Customising Booking Types makes it easier for Practitioners to quickly recognise the purpose of each appointment, helping them prepare appropriately for the Patient’s needs. With each booking type assigned a distinct colour, the diary becomes more visually organised, allowing for effortless identification and improved clarity. This enhances scheduling efficiency, minimises confusion, and contributes to a smoother, more structured workflow within the Practice.
- This user manual will start on the Settings screen.

- For more information on the Settings screen, please refer to the user manual: How to Navigate the Settings screen.
- Click on the User Entity Settings tab.

- The User Entity Settings screen will open.

- For more information on the User Entity Settings screen, please refer to the user manual: User Entity Settings: Navigation and Use.
- Click on the Booking Types panel.

- The Booking Types panel will expand.

- An explanation will now be given of the columns on the Booking Type panel:
- Booking Type: Defines the name of the appointment category. This helps classify and organise different types of bookings in the system.
- Default Colours: Displays the standard background colour used to represent each booking type in the Diary visually. These colours are configured at the Entity level and can only be changed by the entity.
- User Override: Sets the standard background colour used to represent each booking type in the Diary visually.
- Click on the Colour field to open a Colour Picker, and select the desired colour.

- Clear User Colour: Removes the personalised colour setting and reverts the Booking Type to its default background colour.
- Default Font Colours: Specifies the default text colour that appears on top of the Booking Type’s background colour.
- User Override Font Colour: Allows a custom font colour to be applied instead of the default, offering personalisation for better readability or visual preference.
- Click on the Colour field to open a Colour Picker, and select the desired colour.

- Clear User Font Colour: Removes any personalised font colour, restoring the default text colour for the Booking Type.
- Sorting Order: Determines the order in which Booking Types are listed.
- Layer: Used to manage the visual stacking of overlapping Bookings in the Diary.
- Visibility: Indicates whether the Booking Type is currently visible on the Diary screen.
- Visibility Override: Allows manual control over the visibility of a Booking Type, overriding default settings to show or hide the type.
- Clear: Clears all customised settings for the selected Booking Type, resetting it to the system defaults.
Click on the Save button to save any changes made.

Last modified: Thursday, 14 August 2025, 8:53 AM