The Booking Source Codes frame allows you to create and manage codes that define the source of a Booking Appointment. For example, a phone call or an e-mail. To create a new code, enter a value in the code field. This field has a limit of 30 alphanumeric characters. When you are finished, click the 'Save' button at the top of the screen. The new source code will now be available for use on the Booking Appointments screen.
You can also disable codes by checking the disabled flag next to the code and clicking the 'Save' button. You can only delete codes provided they are not in use anywhere in the system.
Last Updated: 06/04/2018
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.