Defining a Service Class

Service classes allow you to categorize services.

Important:  You must assign every service to a service class.

Millennium features a number of standard service classes but you can use the Service Classes window to define additional service classes as necessary.

1. Select Data > Services > Service Classes.

The Service Classes window displays.

2. Click New.
3. Complete the following:

1. In the Service Class field, type a name for the service class.

2. In the Abbreviation field, type a two-character abbreviation for the service class.

4. Click Appointment Colors.

The Appointment Colors window displays.

5. Select a color scheme for the service class.

Tip:  The color scheme helps you identify services assigned to the class on the Appointment Book.

6. Click Ok.
7. Complete the following as necessary:

• Associate the service class with a department

  1. In the Department field, select the department that performs the service.

  More Info:  Click here for instructions on how to define a department.

   

• Define a subclass for the service class

  1. Move to the Service Sub-Classes section.

  2. In the SUB-CLASSES field, type the name of the subclass.

  3. Click Color, select a color scheme for the subclass, and click Ok.

  Note:  Subclasses should use a similar color scheme to the parent service class to make it easier for employees to identify the types of services scheduled on Appointment Book.

  Tip:  Select Show Frequency of Visit if you want to view the average frequency of visit for each subclass in the Service Sub-Classes section.  The average frequency of visit that displays once you select this option includes both new and repeat clients and analyzes visits over the last 365 days.

   

8. Click Save.

related links

Defining a Service Resource

Defining a Service