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.
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:
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.
Choose a color to highlight the 3-letter code on the schedule.
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.
Updated June 24, 2022