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Create and Manage Reason Codes in Appointment Manager

Mackenzie Nelson
Mackenzie Nelson
Updated

In this article

Reason codes are used when canceling or rescheduling a booking.

To open the reason codes dashboard, click Settings > Reason Codes. This opens the Reason Codes list.

yms-am-reason_code-1.png

Create a Reason Code

To create a reason code,

  1. Click NEW REASON CODE.

    yms-am-reason_code-1b.png

  2. Enter the following fields in the Add Reason Code pop-up window:

    • Reason Code. This is what you want to call the reason code.

    • Name. The name of the Reason code that appears when canceling or rescheduling a booking in Appointment Management.

    • Usage. The activities this reason code can be applied to.

    • Location. The facilities where this reason code can be used.

    yms-am-reason_code-2.png

  3. Click ADD.

    yms-am-reason_code-3.png

  4. The reason code appears in the Reasons Code. It can now be used when canceling or rescheduling bookings.

Edit a Reason Code

Change the Reason Code, Name, Usage, and/or Location fields.

To edit a reason code,

  1. Find and click on the reason code in the Reasons Code list.

    yms-am-reason_code-4a.png

  2. Make the edits to the reason code.

    yms-am-reason_code-4.png

  3. Click DONE.

  4. The change is reflected in the Reason Code list.

    yms-am-reason_code-4b.png

Delete a Reason Code

To delete a reason code and remove it from use in Appointment Manager,

  1. Find the reason code in the Reason Codes list.

  2. Click the Delete button.

    yms-am-reason_code-5.png

  3. Click DELETE in the Please Confirm pop-up.

    yms-am-reason_code-6.png

  4. The reason code is removed from Appointment Manager and can no longer be used when canceling or rescheduling bookings.

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