How to add Booking Types

1. Navigate to Admin > Diary & Booking > Booking Types.

2. In the Add/Modify Booking Types screen, select New  .
3. Populate the booking type details as required.

Booking Type Details

Diary Settings

• Booking Type: unique code for the booking type (cannot be selected for multiple booking types).
• Long Name: populates in drop-down list when creating a booking and in some HealthTrack reports.
• Short Diary Name: displayed in the Diary and in various booking listings.
• Duration: default time for booking (and template).
• Referral Requirement: multiple options and can specify whether a warning is mandatory etc.
• Department: if multiple departments are set up, you can specify which department the booking type is for.
• Visible As Booking Type: tick this check-box to confirm it can be used as a booking type.
• Visible As Template: tick this check-box to confirm it can be used as a booking template.
• Non-Reporting: tick this check-box to ensure it is not included in booking type reports.

Other Settings

• Billing Options:
  • Automatic No Charge: enables bookings to be closed without requiring an invoice to be raised.
  • GST override: all accounts created for this booking type will have GST included when this check-box is ticked.
  • Associated billing group/item: to specify an item number/billing group to a booking type which is automatically added to the invoice for that booking.
  • Invoice Item Auto-Add: allows for a particular item number to be automatically added to the invoice.
• Communications:

• Notification Rules Exist: if SMS messages are sent for the booking type, this check-box will be ticked.
• Requires Email: if an email is to be sent out for this booking type, this check-box will be ticked.