Setting up Items for Facility Reservation Information

There are two types of facility reservation information:

  • Built-in fields
    These are provided by default.
  • Custom items
    These can be added by administrators if necessary.

Changing Built-In Item Settings

Change whether or not the built-in items are displayed in the facility list.

Image with built-in items in the facility list

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

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Scheduler.

  5. Click the item for facility reservation information.

  6. On the screen for facility reservation information, click the item name of the built-in item to change.

    Image with the item name to change

  7. On the item details screen, click Save.

    Image of the link to edit

  8. To show facilities on list view, select the checkbox for list view as a default view on the screen to change items.

  9. Check the changes and click Save.

Changing Multiple Built-In Item Settings in Bulk

You can also set whether to show the built-in items in the facility list.

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

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Scheduler.

  5. Click the item for facility reservation information.

  6. On the screen for facility reservation information, select the check box for list view of built-in items to show in the facility list.

    Image of the list view check box selected

  7. Confirm your settings and click Save.

Adding Custom Items

Add custom items to facility reservations.

Image showing custom items on the appointment screen

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

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Scheduler.

  5. Click the item for facility reservation information.

  6. On the screen for facility reservation information, click to add custom items.

    Image of the link for adding custom items

  7. On the screen to add custom items, enter the "Item name" field.

    You should set the item names.
    Image of entering a item name

  8. Enter "Item Code" field.

    You should set item codes.
    This is a unique code for identifying an item.
    Image entering an item code

  9. In "Item Type" field, select a type from the dropdown list.

    The following types can be selected:

    • String (one line)
    • String (multiple lines)
    • Menu
      Enter one menu in one line. You can set one of the menus as the default value.
    Image of setting an item type

  10. To enable the added custom item immediately, select "Enable" checkbox in the "Status" field.

    Image with "Enable" checkbox selected

  11. If you display the contents of custom items when you select a facility or a user to view appointments in the list, set it as follows:

    • Use field:
      Select "Enable" checkbox.
    • Show as list field:
      Select the checkbox to view as a default view.
    Image showing custom items on the facility list screen

  12. If you display the item names of custom items when you select a facility or a user to view appointments in the list, set it as follows:

    • Use field:
      Select "Enable" checkbox.
    • Show as list field:
      Select the checkbox to view as a default view.
    • Item names in list field:
      Select the checkbox to view as a default view.
    Image showing custom items with item names on the Facility list screen

  13. Confirm your settings and click Add.

Changing Custom Items

Change custom item settings.

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

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Scheduler.

  5. Click the item for facility reservation information.

  6. On the screen for facility reservation information, click the item name of the custom item to change.

    Image with the custom item name to change

  7. On the item details screen, click Save.

    Image of the link to edit

  8. On the screen to change items, change the settings as necessary.

  9. Confirm your settings and click Save.

Changing Multiple Custom Item Settings in Bulk

You can change the settings for custom items in bulk.

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

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Scheduler.

  5. Click the item for facility reservation information.

  6. On the screen for facility reservation information, change the settings of items that can be changed in bulk if necessary.

    The setting fields that can be changed in bulk are as follows:

    • "Enable" field
    • "List view" field
    • Item names in list field
    Image with setting multiple custom Items in bulk

  7. Confirm your settings and click Save.

Reordering Custom Items

Reorder custom items.

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

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Scheduler.

  5. Click the item for facility reservation information.

  6. On the screen for facility reservation information, click to reorder custom items.

    Image of the link for reordering custom items

  7. On the screen to reorder custom items, reorder the custom items.

    Reorder custom items screen

  8. Confirm your settings and click Save.

Deleting Custom Items

Delete custom items.

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

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Scheduler.

  5. Click the item for facility reservation information.

  6. On the screen for facility reservation information, click the item name of the custom item to delete.

    Image with the custom item name to delete

  7. On the item details screen, click Delete.

    Image of the link to delete

  8. Click Yes on the screen to delete items.