Using Colored Appointment Flags

You can setup colored appointment flags so that the background of an appointment displays as a different color.  These are called "Appointment Flags" and are great for making different types of appointments stand out, e.g. first appointment, last appointment etc.


This is how you set up a new Colored Appointment Flag:

  1. Go to Setup >> Custom Lists
  2. Select Appointment Flags from the drop-down list.
  3. Click "Add New Appointment Flag"
  4. Add the name of the appointment flag, "E.g. First Appointment" and pick your desired color.
  5. Click "Save".
 

 

This is how to use a Colored Appointment Flag:

  1. Make an appointment as you normally would.
  2. In the appointment panel (right side of the screen) click on the drop-down box that says "Select a Flag..."
  3. Select your appointment flag e.g. "First Appointment" and click "Save"

That's it.  The background of your appointment will now have changed colour.