# Visit and Appointment Types

Create the visit and appointment types your clinic books — the fields, the staff assigned to each, and why a staff member without one cannot be booked.

A visit/appointment type is the kind of work being booked — a vaccination, a consultation, a spay. It is not just a label on the calendar. The type decides **which staff can take the booking** and how long the slot is by default.

That makes this one of the first things to set up, and the usual explanation when a colleague cannot be found on the appointment form.

## Where to Find This Section

1. Open **Clinic Admin**.
2. Go to **Definitions** → **Visit/Appointment Types**.

*Manage visit/appointment types and their associated users.*

## How to Add One

1. Open **Visit/Appointment Types** → **Add Visit Type**.
2. Fill in the details.
3. Select the staff who can work with it.
4. Save.

## Form Fields

Four fields are required: **Name**, **Category**, **Duration (Minutes)** and **Color**.

| Field | Notes |
|---|---|
| **Name** | What your team will pick on the appointment form |
| **Category** | The kind of work this is. See below |
| **Duration (Minutes)** | The default slot length. Choosing this type on an appointment fills the duration with it, and it can still be changed for a single booking |
| **Color** | How the appointment is shown on the calendar |
| **Description** | Optional, for your team |

### Category

Every type belongs to one category: **Consultations & Exams**, **Vaccinations**, **Medical Procedures**, **Imaging Diagnostics**, **Spay & Neuter**, **Grooming**, **Boarding**, **Euthanasia** or **Other**.

The category is fixed by Veterian; the types inside it are yours. A clinic will usually create several types under one category — separate consultation types for cats and dogs, for example.

### Online Appointment

**Online Appointment** decides whether clients can book this type themselves, rather than phoning the clinic.

> **Note**
> This is per type, and there is a matching setting per staff member. Both have to allow it before a client can book that person for that kind of work. See [Users and roles](/settings/users-and-roles).

## Assigning Staff

**Select Associated Users** is the part that matters most: *Select the users that can work with this visit/appointment type. These selections will apply across all visit/appointment related areas of the system.*

> **Caution**
> *Only users that are visible in the calendar can be selected. If the user is not listed, please make them visible in the calendar.*

So there are two ways a staff member goes missing from the appointment form, and they are fixed in different places:

| Symptom | Fix |
|---|---|
| The person is not in this list at all | Make them visible in the calendar on their user record |
| The person is in this list but not offered when booking | Select them here, or add a type to them on their user record |

The same assignment can be made from either end — here, or on the staff member. It is one relationship viewed two ways, so it does not need doing twice.

## Editing and Deleting

Editing a type changes it everywhere it is used, including on appointments already booked. Changing the duration does not resize existing appointments; it only sets the default for new ones.

> **Caution**
> A type in use cannot be deleted: *Visit type is used. Please remove all appointments associated with this visit type before deleting it.*

This is intentional — deleting one would leave existing appointments describing work of no known kind. If a type is simply retired, stop assigning staff to it rather than deleting it.

## Related

- [Users and roles](/settings/users-and-roles) — the staff side of the same setting
- [Create an appointment](/appointments/create-an-appointment) — where the type sets the duration and narrows the staff list
- [Clinic Settings](/settings) — the rest of this section