Staff Member Types allows you to group your staff members. With these groups, you can display a group of schedules on the Appointment grid or run a report for a sub-set of your Staff Member profiles.
To help you get started, the system offers two default options: Staff and Manager. Administrators can edit the names of the default types or add new type options. The following information is applicable to users with the Headquarters Administrator access type. To manage your list of types:
- Log in to your DaySmart Appointments NextGen account.
- Click Staff Members.
- Click Types.
To create a new type, click Create New. On the new page, enter the name and click Create. After it is created, you'll return to view all the available types in your account. You can also adjust the display sort order for each type by entering in a numeric value in the item's Sort field. Tab or click out of that field to save the change. The list will automatically update to display the items based on the new sort values.
If you wish to change the name of an existing type, click on the type's name. On the next page, enter in a new type name and then click Save.
To remove any of the items from the list, select the item(s) and click Delete.
Assigning Types to Your Staff Members
When all of your types have been added or updated, you can now assign them to any of your Staff Member profiles. You will need to go into each profile to assign their type. The use of these filter types is optional and does not change how the application will allow you to manage your Staff Members.
From the Staff Members section, click List. Locate the profile to edit by scrolling through the list or using the Search field. Click on the name of the desired profile and view the information. On this form, scroll to find the Type: Staff Member drop-down field. Click into this field and select from the types in the list. Click Save Changes. Repeat this process for every profile you wish to categorize.
Using Staff Member Types
On the Appointment calendar, you can use the Type drop-down field to see the schedule of any Staff Member categorized by the Types. To filter the calendar:
- Click Appointments.
- Click the Type drop-down field.
- Choose from the list of options.
- Click the selected type and the calendar will refresh to display application profiles.
If your calendar view does not offer the Types drop-down field, follow these steps to modify the preferences for your account:
- When logged in as a Headquarters Administrator, click Classic Mode.
- Click Settings.
- Click Appointments.
- Locate the preference Enable the ability to display staff members by staff member type on the appointment grid.
- Select yes.
- Click Update.
Article published April 16, 2021
Supports both Single and Multiple Appointments version - Available on all pricing tiers