Guides - Create record

With the Record Add-On you have the option of creating customer records, e.g. containing treatment information. You can therefore store all information about the customer in one single system, namely GECKO Booking.

Before you can create a record entry about a particular customer, you must create a record group in which the entry can be written. You can create and use record groups in multiple ways depending on your needs. If it matches your needs, you can create multiple record groups which can be used to group the record entries about the customer. This can provide you with a better overview and make it easier for you to find the information you are looking for. For instance, you can create record groups named ‘Presenting problem', ‘Diagnosis', ‘Treatment plan', etc. If you do not want to group the record entries, you can create one single record group, e.g. 'Patients', in which the entries can be written. However, at least one record group must be created in order for you to be able to write any record entries. The record groups will be visible on all customer profiles across all customer groups. The record groups can be created under the menu item ‘Settings' > ‘Record' > 'Record groups'.

You can create a new record group at the bottom of the page. In order to create a record group, you must enter the name of the record group, e.g. ‘Diagnosis', and the priority of the record group. If you have created multiple record groups, the priorities determine the order in which the groups are shown – both in the overview and on the customer's profile. The higher the priority of a space, the lower on the list it is shown. Which numbers are chosen as priorities are not important, as the booking system only cares about the priorities' relationship to each other. Finally, ‘Create group' should be pressed. The record group has now been created and it appears on the list of existing record groups. This list contains all of your record groups. You have the following options:

• Group name: You can see and change the name of the record group.
• Priority: You can change the priority of the record group.
• Activate picture upload?: If this feature is activated, you have the option of uploading a picture as an addition to a record entry.
• Delete space: You can delete the record group.

Remember to press 'Update' in order to save any changes!

When you have created at least one record group, you have the option of creating a record entry about a customer on the customer's profile (See Create record entry about customer for more information).