Managing Power Diary Calendars
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      Using Coloured Appointment Flags

      Easily identify appointment types with colored flags in Power Diary. Set up, use, and manage appointment flags for clear and efficient calendar organization.

      You can use coloured flags for different types of appointments. This will make it easy for you to identify each type of appointment on your Power Diary calendar. For example, you can set an initial appointment to be blue in colour, returning an appointment in green, etc.

      In this article:

      Setting Up an Appointment Flag and its Colour

      Here’s how you can set up a colour flag for an appointment type in Power Diary:

      1. Navigate to Settings → Custom Lists using the menu on the left side of Power Diary.

      2. You’ll land on the Appointment Flags page. Here, click on +Add Appointment Flags.3. Name your appointment flag, assign a colour to it and switch it to active. Once done, press Save. 

      Your newly created Appointment flag - along with its colour - will show up in the Appointment Flags List. 

      Using An Appointment Flag In An Appointment

      Here’s how to add an appointment flag in any appointment you create in Power Diary:

      1. Go to your calendar and create a new appointment.

      2. In the Appointment Settings Panel, enter all the details about the appointment and then scroll down until you see the Appointment Details section.

      3. Click on Select a Flag and choose your desired appointment flag from the drop-down menu.

      4. Click Save to save your new appointment.

      You’ll see that it will be displayed with the colour of your appointment flag.

      Setting a Default Appointment Flag in a Client Profile

      If you are wanting an appointment flag to be a default for your client/s, you can set this by clicking into the relevant client profile, and select Admin → Manage → Default Appointment Flag → Select the relevant Appointment Flag → Save. 

      The selected flag will then default for every appointment for that client profile, unless specifically changed.

      Setting a Client Portal Booking Flag

      You can set a default colored flag that will be automatically applied to all appointments clients booked via your client portal. This will help you see in a glance which appointments were booked online and might need your attention. 

      1. To set the flag, navigate to Settings > Client Portal > Access and Settings. 
      2. Scroll down to the 'Client Portal Appointment Flag' settings and click the dropdown box next to it. 
      3. Select the flag. (If you do not have the suitable flag, you can create it in Settings > Custom Lists > Appointment Flags. )
      4. Save the changes. 
        Setting Client Portal Flag - Step 3

      Deactivating An Appointment Flag

      Deactivating an appointment flag is easy. 

      1. Navigate to Settings → Custom Lists in the left-side menu of the Power Diary dashboard.

      2. In the Appointment Flags List that shows up, look for the Appointment Flag you want to delete.

      3.Click on the gear icon located on that Appointment Flag’s extreme right and then click Deactivate.

      This will remove the Appointment Flag from your list.