Setup & Manage Appointment Groups in D4Web

Group Appointment Books

This feature is used to group selected appointment books into one view, rather than viewing all books at the same time.

There are three common scenarios for setting up groups:

1. Group by Specialty: Practices with various specialties find it simpler to group books in this way
   
2. Days of the week: On Monday, only books working on Monday will show
   
3. Order Appointment Books: To change the order appointment books are shown onscreen
   

Setup Groups

Groups can only be setup when in a Multiple Book View within the Appointment Book

1. Click the navigation menu > Appointments
   
2. Select Multiple Book View
   
3. Click the hamburger menu > Show Group Settings
   
4. What you see:
   
1. Location: Select the location this group relates to (if applicable)
   
2. List of Group: The names of all the groups created
   
3. Group Name: Enter the name of the group
   
4. Share Book Group with all computers: Tick box if you wish to see the same groups on other computers
   
5. DOW: Tick the day(s) this Group will appear onscreen by default
   
6. Appointment Book names: The list of books in this group
   
5. Click ADD GROUP to add a new group
   
1. Enter the group name
   
2. Click SAVE
   

Add books to the selected group

1. Click ADD BOOK 
   
1. Highlight (Hold CTRL key to select multiple books)
   
2. Click SELECT
2. Use the up  or down arrows to sort the order appointment books will show onscreen
   
3. Click EXIT when setup is complete
   

Remove book from to the selected group

1. Select the Group
   
2. Select the Book(s)
   
3. Click REMOVE BOOK
   
4. Click EXIT
   

The Group to view can be selected from the toolbar when in Multiple book view

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