Reflecting Location Types on Appointments

Set up location types in Zanda to easily identify appointment modalities on your calendar.

Many practices provide services to clients in a mix of modalities including face to face, over the phone or via a video call. Zanda makes it easy to track how the services will be delivered while viewing your calendar so that you can prepare for your the appointments accordingly. Using location types, you see at a glance in your calendar the modality for each appointment. In this article, you will learn how to set up location types and then link these to appointments to see the modality in the calendar. 

In this article:

• How Location Types Work
• Setting Location Types
• Setting Locations Availability
• Viewing Location Types on Appointments

How Location Types Work

• There are three locations types to choose from: In person (the default for all new locations), Phone, and Telehealth Video Call.
• Appointments booked in the phone location type will have a phone icon on the appointment, and those booked in the Telehealth Video Call location will have a video icon visible on the appointment. Appointments booked in an in person location type won't show any icon.
• Appointments booked in the Telehealth Video Call location will have telehealth enabled by default so that reminders with a telehealth merge field will populate with a telehealth link. 

Setting Location Types

First start by adding the appropriate location types to your locations. 

1. Navigate to Settings > Practice > Locations.

2. Add a new location, or click on the existing location where you need to set the location type.

3. In the 'Location Type' dropdown field, select the relevant location type: In Person, Telehealth Video Call or Phone.

4. Save the changes.
5. Repeat the action for all locations where necessary. 

Setting Locations Availability

1. Navigate to Settings > Team >  Availability.

2. Select the practitioner and click '+Add Availability' or edit their existing availability.

4. In the ' Locations' dropdown field of the availability settings, select the relevant location.

5. Adjust your available hours, if needed, and save the changes.
6. Once availabilities' locations are set, you will see them in the list of the practitioner's availabilities:
 

Viewing Location Types on Appointments

When location types are set and client appointments are booked in their relevant locations, you will be able to easily identify appointments based on their locations of delivery.

• Appointments that are linked to the location type 'Telehealth Video Call'* with have a video icon, and 'Phone' location types will have a phone icon. 'In person' appointments will have no icon to represent modality. 

• The telehealth and phone location icons will be added to the calendar appointment blocks and to the appointment hover cards. 
  • Phone appointments:
    
    
    
  • Telehealth appointments:*