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Appointment Book Color Codes Overview
Appointment Book Color Codes Overview
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 7 months ago

Standard Color Codes
Standard Color Codes are applied to Checked In appointments, Closed Tickets, Open Tickets, the currently Selected Appointment, Time Blocks, and Appointment Requests (if you use Online Booking).

  1. Right-click on any blank space of the Appointment Book and click Calendar View Options.

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  2. The Appointment Book Options Dialog Box will appear. Select the Color Codes tab in the upper left. Highlight the option you would like to change and select Edit.

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  3. The "Custom Color Code" Dialog Box will open and you can make changes as you see fit.

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  4. Click OK once you are done which will close the dialog box.

  5. Click Apply and any changes that have been made will be applied instantly. Click OK once you're done making changes to close the dialog box.

Custom Color Codes
There are no custom color codes in your software by default. Service IDs/Categories, ticket Confirmation Types, and ticket Referral Types can all have Custom Color Codes applied.

  1. Right-click on any blank space of the Appointment Book and click Calendar View Options which will open the Appoint Book Options Dialog Box.

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  2. To add a custom color code, click Add in the upper right. The Enter Name Dialog Box will open and you will need to Name the Color Code (such as the service you're planning to apply the color code to). Then click the OK button.

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  3. Fill out the General Information fields and make any other desired customizations. Click OK when finished.

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  4. Set the priority for the Service ID/Category custom color codes in the Appointment Color Code Priority for Open Tickets section. Many users want their custom codes to be the top priority but still be able to tell at a glance which appointments are Checked In. To achieve this, move Checked In to the top of the priority list and ServiceID/Category to the second position. When finished, Click Apply and then OK to save your changes.

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