Add Slot Type

Create a new appointment slot type, for example Telephone Consultation.

1. Select the Slot types option from the Vision Appointments Setup navigation bar.
   See - Vision Appointments Setup Navigation Bar.
   The slot types view displays.
2. Select Add slot type... from the top of the view.
   The Create Slot Type pop displays.
3. Enter a name and a short name for the new slot.

   

   Note - The short name must be 2 - 5 characters.
4. Tick the boxes as appropriate:
   • Web Bookings
     The slot is viewable and bookable using Online Services. This can still be booked in the practice.
   • Non-viewable
     Slot is not displayed in Online Services.
     When booked at the practice, non-viewable slots do not generate confirmation emails/sms to patients registered for Online Services.
     
5. Enter the duration of the appointment.
6. If you wish to define how far in advance the slot can be booked, select the drop down arrow in the Available for booking section.
   A pick list displays.

   

   Select the option to specify how far in advance the appointment can be booked.
   If any option other than immediately is chosen, you can add in a warning message to appear if the slot is accessed outside of the set time period.

   

7. To change the default colour, click on the black box under Colour.

   

   The colour selector displays.

   Choose a colour from the palette.
   Optionally, tick the Show unused colours box, to avoid duplicating colours.

   

   The colour updates.

8. Select the Apply button to save the new slot type.
   The Slot Type view refreshes.
9. If appropriate drag the new slot type above the separator line and reorder to include this in the frequently used slots.
   Note - The slot type at the top of the view is used as the default when creating sessions.

10. Select the Save button at the bottom right of the screen to update the changes, or choose Reset to cancel any changes.