Staff types are used to allocate appointments to staff groups. When you add a user, you allocate them to a staff group from this list you are creating now, they will then be bookable for the appointments in that group. (The appointments are added in the “Appointment Types” tab). For example, contact lens opticians will be assigned contact lens aftercare appointments and contact lens trial appointments but not eye exam appointments.

In the Staff Types tab in the maintenance module, fill in the boxes at the bottom of the page from left to right.

1. Type the name of the staff group in the first box E.g. Optometrist/Diabetic Screening.
2. Any useful notes in the next box. E.g. This group is for optometrists who are also accredited for diabetic screening appointments.
3. Double click in the white box to select a colour

Once completed click add.

The staff type will then appear in the list and is available to select as a staff type when adding users and in the “appointment types” tab ready to have appointments assigned to it.