NextGen Knowledge Center

Daily Template Options

The following table describes the different options for a time slot:

Menu SelectionDescription
Apply Category

You can select this option to apply the category that you select in the Category field to the selected time slots.

Apply Location

You can select this option to apply the location that you select in the Service Location field to the selected time slots.

Apply Both

You can select this option to apply the category and location that you select in the Category and Service Location fields to the selected time slots.

Clear SelectionYou can select this option to clear the previously applied categories or service locations from the selected time slots.
Clear DayYou can select this option to clear all previously applied categories and service locations from the entire template.
Decrease Overbooking

Each time slot with an applied category displays the category name and a number in parentheses. For example, if you have three in the parentheses, it indicates that the time slot accepts three appointments.

To decrease the number of appointments for a specific time slots:
  • Select the desired time slots.
  • Right-click and select Decrease Overbooking from the menu.
  • The number changes from (3) to (2).
  • Repeat as needed to decrease the number of appointments for the selected time slots. The minimum is (1).
Increase OverbookingEach time slot with an applied category displays the category name and a number in parentheses. For example, if you have one in the parentheses, it indicates the time slot accepts one appointment.
To increase the number appointments for a specific time slots, do the following:
  • Select the desired time slots.
  • Right-click and select Increase Overbooking from the menu.
  • The number changes from (1) to (2).
  • Repeat as needed to increase the number of appointments for the selected time slots.