HaloPSA

HaloPSA Guides

Documentation to assist with the setup and configuration of the HaloPSA platform

Guides > Appointment Types

Appointment Types

FieldTypeDescription
NameFree TextName of the Appointment Type
Override Calendar ColorCheckboxIf selected the appointments added to a calendar can be given a specific color. When unselected the color will be default yellow.
Calendar ColorColor BoardIf override checkbox is selected, you can decide the color to override with using this setting
Create a Microsoft Teams meeting for appointments with this type
CheckboxCheckout Topic 5 of this guide for more information: Appointments
Make Location field mandatory
Checkbox
When enabled, the agent or user logging the appointment of this type will have to fill in the location field as it is marked as mandatory. The location field can be turned on in Configuration>Calendars and Appointments>General Settings.
Make Appointment Other 1 field mandatory
Checkbox
When enabled, the agent or user logging the appointment of this type will have to fill in the Appointment Other 1 field as it is marked as mandatory. The Appointment Other 1 field can be turned on in Configuration>Calendars and Appointments>General Settings.
Make Appointment Other 2 field mandatory
Checkbox
When enabled, the agent or user logging the appointment of this type will have to fill in the Appointment Other 2 field as it is marked as mandatory. The Appointment Other 2 field can be turned on in Configuration>Calendars and Appointments>General Settings.
Default Agent Status
Single SelectWhen using this appointment type, the agents status will be set to whatever status is used on the following single select dropdown.
Available for Agent resource booking
Single SelectWhen enabled, appointments of this type will not make the agent unavailable for resource booking. That is, if an agent has an appointment of this type scheduled users can still book time with them. Typically used for reminder appointments. 
Do not show Attendees field and remove Attendees from the AppointmentCheckbox(v2.196.1+) When enabled, the appointment created will have no attendees. This is intended for internal appointments, and will remove the "Other Attendees" field when creating the appointment.


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