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

Steps

1. From the main menu, click Settings > Scheduling.

The Scheduling Settings window opens.

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

2. Click Tags > Add Tag.

💡 Tip: Any existing tags are also shown in this window.

The New Tag window opens.

3. In the New Tag window, input details as follows:

Field

Description

Short Name

Input a 3-letter code for the new appointment tag. This 3-letter code is shown on the schedule when selected for an appointment.

📌 Note: Short Name can't be longer than three 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

Select the desired color from the list. This color is used to highlight the 3-letter code on the schedule.

Name

Input 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 desired appointment from the schedule,

    • 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 September 23, 2021

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