Editing operatories

You can edit the details of a location's operatories as needed.

To edit an operatory

  1. If you are not already viewing the correct location, select it on the Location menu.

  2. On the Settings menu, under Location, click (or tap) Operatories.

    The Operatories page opens.

  3. Under Active Operatories or Inactive Operatories, select an operatory.

    The options for editing the operatory become available.

    Tip: If this operatory has appointments scheduled in it, a message in a yellow box appears. To view a list of those appointments and any events that may also be scheduled in the operatory, click (or tap) the yellow box.

  4. Change the name, display order, and/or other options as needed.

    Change any of the following options:

    • Name - A unique name for the operatory (up to 10 characters in length). This name will appear at the top of the corresponding column on the schedule.

    • Description - A unique description for the operatory (up to 25 characters in length).

    • Display order - See the topic about changing the display order of operatories.

    • Status - See the topics about inactivating and reactivating operatories.

  5. Click (or tap) Save.