Removing services from Appointment Book Quick Service

When you add Services to new campaigns, EXACT automatically enables those services in the Quick Service List dropdown menu in the Edit Appointment screen.

This is so that a Receptionist taking a campaign inbound call can quickly select the relevant service from the dropdown when creating an appointment.

However, EXACT doesn't later automatically remove the services from this quick list.

To prevent the quick service list from becoming long (and not very quick), it is advisable to remove those services that are no longer required in the Quick Service List.

To remove services from Appointment Book Quick Service List

(May require Administrator permissions)

1. Make a note of the services that you wish to remove from the list.
2. Select Configure > Services to open the Services List.
3. For each service that you wish to remove:
   1. Double-click the service to open the Edit Service Item window.
   2. Un-check this checkbox: List in Appointment Book Quick Services (as in the image below)

      

   3. Select OK to close the Edit Service item window.