Appointment Types

Configuration > Calendars & Appointments > Appointment Types

Related Guides: 

• Appointments 
• Calendars and Appointments

Field	Type	Description
Sequence	Integer	​Defaults to null to follow the OOTB order. If set, the "Appointment Type" dropdown will follow the order set here - smallest number to largest.
Name	Free Text	Name of the Appointment Type
Override Calendar Color	Checkbox	If selected the appointments added to a calendar can be given a specific color. When unselected the color will be default yellow.
Calendar Color	Color Board	If override checkbox is selected, you can decide the color to override with using this setting
Create a Microsoft Teams meeting for appointments with this type	Checkbox	Checkout Topic 5 of this guide for more information: Appointments
Make Location field mandatory	Checkbox	When enabled, the agent or user logging the appointment of this type will have to fill in the location field as it is marked as mandatory. The location field can be turned on in Configuration>Calendars and Appointments>General Settings.
Make Appointment Other 1 field mandatory	Checkbox	When enabled, the agent or user logging the appointment of this type will have to fill in the Appointment Other 1 field as it is marked as mandatory. The Appointment Other 1 field can be turned on in Configuration>Calendars and Appointments>General Settings.
Make Appointment Other 2 field mandatory	Checkbox	When enabled, the agent or user logging the appointment of this type will have to fill in the Appointment Other 2 field as it is marked as mandatory. The Appointment Other 2 field can be turned on in Configuration>Calendars and Appointments>General Settings.
Default Agent Status	Single Select	When using this appointment type, the agents status will be set to whatever status is used on the following single select dropdown.
Available for Agent resource booking	Single Select	When enabled, appointments of this type will not make the agent unavailable for resource booking. That is, if an agent has an appointment of this type scheduled users can still book time with them. Typically used for reminder appointments.
Do not show Attendees field and remove Attendees from the Appointment	Checkbox	When enabled, the appointment created will have no attendees. This is intended for internal appointments, and will remove the "Other Attendees" field when creating the appointment.