Create & Edit Categories & Reasons

Estimated reading: 2 minutes

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.

  1. Go to and log in to your user account.*

  1. 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.

  1. 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.