Creating and applying custom appointment tags

You can add greater visibility to appointments by adding appointment tags to them, such as Walk-in, Forms ready for pickup, Needs translator, and so on. These tags serve as additional flags for appointments and are visible at a glance from the schedule.

Steps

1. From the main menu, click Settings > Scheduling > Tags. Any existing appointment tags appear.

📌 Note: Based on your role and permissions, you may not have access to all the settings.

2. Click Add Tag. The New Tag window opens.

3. Enter the tag information, as follows:

Field	Description
Short Name	Type a 3-letter code for the new appointment tag. This code appears on the schedule when selected for an appointment. 📌 Note: Short Name must be three or less letters. ⚠️ Important: You can use any 3-letter code for an appointment tag. However, once in use, you *shouldn't* change it since it impacts analytics.
Color	Choose a color to highlight the 3-letter code on the schedule.
Name	Type a name for the appointment tag. This appears in the Tags section when you click an appointment on the schedule.

4. Click Save.

The new appointment tag is saved and added to the list.

💡 Tips:

You can attach multiple tags to an appointment.
To delete an existing tag, in Scheduling Settings, under Tags, hover over a tag and click the x icon.
To attach a tag to an appointment, click the appointment from the schedule and, in the General tab, under the Tags section, click the desired tag(s) and click Save.

The tag is attached to the appointment, the 3-letter code and tag color are displayed on the schedule.

Updated June 24, 2022