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SecurityTrax

How to Manage Appointment Subtypes

To view a list of your appointment subtypes

  1. While logged into SecurityTrax, click on your Company Name or the Hamburger icon Screen Shot 2019-07-09 at 1.29.49 PM.png in the upper-left header.
    • Note: Once clicked, the hamburger will change to Screen Shot 2019-07-09 at 1.30.41 PM.png.
  2. Under Admin, click Company Settings.
  3. Scroll down to the Content Management section.
  4. In the Content Management section, click Appointment Subtypes.

To add a new appointment subtype

  1. Click Add on the section of the desired appointment type.

Note: The Calendar field will automatically be filled in depending on the section on which you click on Add.

  1. In the Add Appointment Subtype window, fill out the desired fields.
  2. Click Save.

To edit an appointment subtype

  1. Click anywhere on the row of the desired appointment subtype.
  2. In the Appointment Subtype window, update the desired fields.
  3. Click Save.
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