Video of this step
How does it help me?
- If you have lots of Category and Locations, then your selections here will help you shorten the list of providers in your Schedule Manager view and also in your Online Booking tool.
- This is very helpful if you have one type of Provider that can do several types of Service. Ie. a “Doctor” that can do services in multiple Categories.
Steps in our Example Setup
Step 1 - Select Office = Main Office
Step 2 - Select Service = Accounting
Step 3 - Click the checkbox next to Thomas Magnum
Next, go to Step 7 - Appointment Types
Pro Tip: Be sure to follow the steps for each location if you have more than one.
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