Setting up Appointment Types

Appointment types are strings that represent categories of the appointments shown preceding the appointment subject.
When users add an appointment, they can select the appointment type from the "Subject" field.
By using appointment types, you can easily show the type of the appointment.
For example, setting up frequently used appointment types in your company such as company-wide meetings and leaving work early makes users easily set appointments.

Image with an appointment type set

a): An appointment type added by administrators

b): An appointment type set by default

c): An appointment type set by users

Appointment types can also be set by users.
While system administrators prepare menus for all users, users can add their own menus in a menu set by their system administrator.
For details, refer to Setting up Appointment Types in the personal settings.
Menus added by users are not displayed in the dropdown list of other users.
The appointment types added by the user is displayed above the appointment types added by system administrators.

Image of added appointment types

Add Appointment Type

Set display names and background colors to be displayed for appointment types.
By default, the following appointment types are available.

  • Meeting
  • Visit
  • Visit
  • Travel
  • Off
Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click Garoon System Administration.

  3. Select "Application settings" tab.

  4. Click Scheduler.

  5. Click Appointment types.

  6. On the screen to set appointment types, click Add.

    Image of the link to add

  7. Enter the name of an appointment type.

    You can enter codes in up to 100 characters.

    Image of entering an appointment type

  8. Select a color for the background of the appointment type.

    If you do not add a background color, select colorlesscolorless background.
    Screen capture: Selecting a background color from a color palette

  9. Confirm your settings and click Save.

Changing Appointment Types

Change display names and colors of appointment types.
The new names and colors are not applied to the appointment types made previously.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click Garoon System Administration.

  3. Select "Application settings" tab.

  4. Click Scheduler.

  5. Click Appointment types.

  6. On the screen to set appointment types, you can change the settings in the appointment type.

  7. Confirm your settings and click Save.

Reordering Appointment Types

Reorder appointment types.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click Garoon System Administration.

  3. Select "Application settings" tab.

  4. Click Scheduler.

  5. Click Appointment types.

  6. On the screen to set appointment types, click "Reorder".

    Image of the link to reorder

  7. On the screen to reorder appointment types, reorder appointment types.

    Reorder appointment types screen

  8. Confirm your settings and click Save.

Deleting Appointment Types

Delete Appointment types.
Deleting appointment types doesn't delete appointment types from appointments that have already be added.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click Garoon System Administration.

  3. Select "Application settings" tab.

  4. Click Scheduler.

  5. Click Appointment types.

  6. On the screen to set appointment types, click Delete in the delete field.

    Image of the link to delete

  7. Confirm your settings and click Save.