Inactivating or Reactivating an Appointment Category

An item should be made inactive if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.

When you inactivate an Appointment Category:

Appointments already booked with this Appointment Category, both past and future, remain unchanged in the Appointment Book.

It is no longer selectable from any forms or menus.
It can still appear in reports.
It does not appear in search results unless Inactive is selected from the Advanced menu.
If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.

To inactivate an Appointment Category

Locate the Appointment Category and select it.
Select Edit.
Select the Active switch to toggle it to Inactive.

Select Save.

To reactivate an Appointment Category

Tip: Remember to select Inactive from the Advanced Search menu to search for inactive items. Also remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.

Locate the Appointment Category and select it.

Select Edit.
Select the Inactive switch to toggle it to Active.

Select Save.