Appointment Presets

Appointment Presets are reusable appointment templates that help standardize scheduling, save time, and keep your workflow consistent. They can also automate parts of the scheduling process by linking services, durations, and required paperwork.

Table of Contents

• Adding Appointment Presets
• Editing and Managing Appointment Presets
• Linking a Paperwork
• Starting a Paperwork from a Visit

Where to Find It

To check the existing Appointment Presets or add a new one, go to the Templates dashboard and proceed to the Appointment Presets tab.

From here, you can view, create, and manage all the preset templates on the list.