Create & Edit Categories & Reasons
This step should be done after creating locations. There are no limits on the number of categories or reasons your institution can create within the Appointment Management Solution.
- Go to https://secure.lobby6.com/ and log in to your user account.*
- Once you are logged in, you can access Categories from the main dashboard screen by clicking on Categories from the left-hand menu, or by going to categories.
- Click the “Edit Categories & Reasons” button to edit, add or delete categories & reasons. Click the “Create New Category” button to add additional categories. Click the “Sort Categories” button to adjust the order of categories displayed within L6. To add a new reason, click the “+ Add New” button to add new reasons within the categories. This also gives the ability to title the reason, choose a category, sort, select a time duration for the reason and content details for the reason. Select a color assigned to the reason for visual effects within the reporting. To edit a category or reason click on the “…” button. This gives the ability to Delete, Edit or Sort.
When finished entering the information for categories & reasons, click the “Save Updates” button.
There are default categories & reasons setup automatically during your registration.
*User Profile must be setup as an Admin to add or edit categories & reasons.