Appointment Profiles: Associating Offices, Exam Rooms, Dates, and Times through Appointment Templates

Using Appointment Templates with Appointment Profiles

With appointment templates, you may now assign offices, exam rooms, days of the week, a start time, and/or a set appointment duration with an appointment profile. If you have an appointment template associated with an appointment profile fields additional fields will auto-populate in your appointment creation page. When you select appointment profile while creating an appointment, the corresponding fields will automatically fill with the office, exam room, start time, a set appointment duration, and recurring appointment settings you set in your appointment template.

It should be noted that the creator of the Appointment Profile is the "owner" of whatever Appointment Template he or she creates.  

To set up your appointment templates, you will need at least one appointment profile created. Once your appointment profile(s) have been created, you may begin setting up your appointment profiles by navigating to the Appointment Templates page. To access this page, mouse over 'Schedule' and select 'Appointment Templates'.


In your appointment templates page, you will see a list of your existing appointment templates. To create a new template, select the '+Add New Template' button.


Fill out any of the desired fields you wish to associate with your appointment profile. Leave any fields you do not wish to use blank. At the bottom of the page, select an appointment profile and select 'Create'. You may not create an appointment template without selecting an appointment profile. Additionally, the information you enter in your appointment template will be cross-referenced with your existing appointment templates. If there is a conflict, you will be unable to proceed.

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