OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 6 Scheduling, Moving, & Canceling Appointments
Scheduling Appointments
Select a service from the Service Type drop-down menu.
Note
• To set up the services that you want to schedule, go to To set up
services on page 282.
• If not all services are available, a template may be applied to the
provider’s or resource’s schedule that restricts the types of
services available. If the service you want to select is not
available, choose a different time or a different provider. If you
must schedule a service that is unavailable, click the lock icon to
select services outside of the prescribed service groups. A
username and password with sufficient security access is
required for each override.
• Bold services listed in the Service Type drop-down menu are
services that are recommended, but not required, by a template
or they are services within the prescribed groups while an
override is in place.
• For information about creating and modifying appointment
templates, go to To set up service templates on page 285.
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