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.
1. From the main menu, click Settings, then click Scheduling.
The Scheduling Settings window is shown.
📌 Note: Based on your role and permissions, you may not have access to all the settings.
2. Click Tags, then click Add Tag.
💡 Tip: Any existing tags are also shown in this window.
The New Tag window is shown.
3. Input details in the New Tag window as follows:
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.
Select the desired color from the list. This color is used to highlight the 3-letter code on the schedule.
Input a name for the appointment tag. This appears in the Tags section when you click an appointment on the schedule.
4. Once you've input all details, click Save.
The new appointment tag is saved and added to the list.
Updated September 23, 2021