Appointments

Available only on the web and the Smartabase Classic app.

Appointment forms are the counterpart planning tool to scheduling forms. Appointment forms are special event forms that allow you to create an appointment record for a single athlete.

An example of when an appointment would be entered is when a player (e.g. Jamie Anderson) needs to have a consultation with a psychiatrist and it isn’t appropriate for other athletes to be aware of this appointment. Doctor Daniels, the psychologist, exists within Teamworks AMS as a related entity. Booking an appointment with Doctor Daniels for Jamie Anderson means that Doctor Daniels isn’t available for booking by another athlete at that time and anyone else looking at Doctor Daniels’ calendar in the related entity calendar would simply see that she is unavailable at that time.

Appointments can be added through the related entity calendar or the Enter Appointment tool. Appointment forms are not available for use from the sidebar or Enter data tool. It is not possible to re-open an already-saved appointment from the Enter Appointment tool; however, previously-created appointments can be opened and edited from the related entity calendar.

Steps to schedule an appointment using the Enter Appointment tool

1. Log in to AMS through a web browser.
2. Select the Enter Appointment tool.
3. Select the appropriate appointment form from those that are visible.
   • Select the appropriate related entity.
   • Select the start date from the calendar drop-down.
   • Click an available time slot to make an appointment for that time.
   • Fill out the appropriate appointment form fields.
4. Click Save and Close or Book Appointment, depending on which button is available to you.

Steps to cancel or reschedule an appointment

1. Log in to AMS through a web browser.
2. Navigate to the Calendar tool.
3. Open the appointment event form you want to cancel.
4. Update the appointment status (if available) to Cancelled or Rescheduled.
5. Click Save & Close.

The exact process for cancelling an appointment will depend on how the appointment form has been built, but generally there should be a status field in the form allowing you to update the appointment’s status to Cancelled, Rescheduled or similar.