Create Appointment Book Stencils / Preset Book Templates


A predefined template created/applied against an Appointment Book, is called a Stencil. Stencils are used to minimise the time taken to set up Appointment Books. The Stencil must be setup initially, but then can be used multiple times against any appointment book.

For example: A Stencil could be created for new Providers; meaning whenever a new Provider starts, the ‘New Provider’ Stencil is applied to their appointment book.

  1. Go to Appointment Book

  2. Options menu > Setup all Books / Click icon  mceclip0.png

    1. Select Stencil

    2. Click Add New  

      1. Location: Select the location if applicable

      2. Description: Enter the name of the stencil

      3. Is Active: Used to make a stencil inactive

      4. Is Shared: Tick to make this stencil available on all computers

      5. Start at / Finish at: Enter the default start and finish times

      6. Interval: Enter the minutes per slot

      7. Copy from Stencil: Tick to copy an existing stencils' details

      8. Click OK

    1. Select the Stencil > Click Templates

      1. Design the template for this stencil, following the same steps as a standard appointment book template

      2. Click Exit

    1. Next, apply the stencil to the book(s)


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