Add a new department

Please follow the steps to create a new department.

  1. Select Appointments > Configuration... > Departments

  2. Click the New Department button. 

  3. Add the Name for the new department.

  4. Select which Resources you would like to associate with this department by checking the box.

    The same resource cannot be associated with more than one department. You will get an warning pop-up message verifying if you want to move the resource to this department. For example, the resource "John Smith" cannot be added to two different departments. You would instead have to create 2 resources, one for each department.

  5. Select which Appointment Types you would like to associate with this department by checking this box.

    The same appointment types cannot be associated with more than one department. For example, the appointment type "Check-Up" cannot be added to two different departments. You would instead have to create 2 appointment types, one for each department.

  6. You can grant user-specific access to this department by place a check in the Enable department-level access control box.

    1. Next, select Username(s) you wish to grant access to this department followed by the level of access:

      • Full: Users may change, add, and save appointments associated with the department.

      • Read: Users may only view and search for appointments associated with the department.

      • None: Users are unable to view the department or the associated appointments.

  7. Click Save.