Follow Up Appointment Skills or Trade List

In order for users to be book follow up appointments to skills or trades, a List needs to be configured, and then assigned in the Follow Up Appointment Settings, click Follow Up Appointment Settings for more information on Follow Up Appointment Settings.

To configure a List:

1. On the Home page select Lists.

   

2. To create a new list select . The Add List dialog appears.

   

   1. Enter a Reference.

   2. Enter a Description.

   3. Select the Show Reference on mobile device toggle to Yes or No.

   4. Select Confirm.

3. On the List page select the list to be configured. The Edit dialog appears.

   

4. Select to open the Add List Item dialog.

   

   1. Enter a Reference. This is sent to the Provider (assigned in Follow Up Appointment Settings) as the Booking Type, and should therefore match a Booking Type External ID in the provider system.

   2. Enter a Description. This is shown to the user on the device within the Follow Up Appointment form.

   3. If required, enter a Score, however this is not necessary Follow Up Appointments.

5. Select Confirm.

6. Follow steps 4 - 5 for each List Item required.