Appointment Detail Types
Requires. Appointment Detail Type - Full Control. This single permission controls both viewing and making changes.
Appointment Detail Types are the sub-types users pick when scheduling a tech or sales appointment. Each type is tied to an appointment category (such as Install or Service Call), carries a tag color that appears on the calendar, and can set a default time block so the scheduler knows how long to reserve.
Getting here
- From Admin → Content Management, click Appointment Detail Types.
- Or go directly to
https://portal.securitytrax.com/acme/admin/service-detail-types.
Edit form
Heads up. Schedule Type, Appointment Type, and Name are set at creation and cannot be changed afterward. To use different values, create a new detail type and deactivate the old one.
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Schedule Type | Yes | Select | Tech Scheduler / Sales Scheduler | Determines which scheduler this type appears in. Locked after creation. |
| Appointment Type | Yes | Select | Active tech service types (Tech Scheduler) or active sales visit types (Sales Scheduler) | The parent appointment category this sub-type belongs to. Locked after creation. |
| Name | Yes | Text | 1–100 chars | The label users see when scheduling. Locked after creation. |
| Tag Color | No | Select | Preset color list or custom hex value | Shown as a colored swatch next to the name in the list and on the calendar. Choose Custom Color to enter any hex value. |
| Default Duration | No | Select | 30-minute increments, 30 min–13.5 hours | When set, the scheduler uses this as the time block length for appointments of this type. Leave blank to inherit the appointment type's own default. |
| Default | No | Checkbox | — | When checked, this type is pre-selected when a user schedules a new appointment of the matching Schedule Type and Appointment Type. |
| Active | No | Checkbox | — | Inactive types remain on historical appointments but no longer appear for new ones. |
Filtering the list
Use the filter button to narrow the list by Name or Active status.
Related
- Calendar & Scheduling Settings — company-wide scheduling rules and behavior that interact with appointment types.
- Scheduling Profiles — configuration presets for the auto-scheduler.
- Calendar — where appointments are scheduled and appointment detail types appear as colored tags.