Departments (Admin)

In More > Admin > Configure > Departments, you can create and manage departments for your entire organization. Departments can then be enabled for each location based on the location’s teams, specialties, and services.

See Locations: Add a New Location & Location Settings for steps to enable an organization department for your location.

Available Actions for Organization Departments

• Add a new organization department: Select the plus sign + at the bottom of the Departments grid to add a new department. Enter the department Name in the pop-up window and select Save.
  

  

• Rename a department: Select the Name field of an existing department to make edits. Your changes are automatically saved.

• Delete a department: Select the trash can icon to delete a department.

What happens when you delete an organization department?

When you select the trash can icon to delete a department, the system prompts you to reassign all location departments linked to the deleted department to a different organization department.

Example: All locations previously using the ‘techs’ department will now use ‘Technicians’ in its place. This means that all items assigned to ‘techs’ at the location (such as appointments and invoices) are reassigned to ‘Technicians’.