Before you can add labels to your appointments, you’ll need to create one first.
To create a Label do the following:
-
Go to Settings > Labels.
-
Click the orange + sign to create your desired label.
-
Enter the Label name. (This is internal only and not visible to clients.)
-
Optional: Check the “Stop reminders and follow-ups” box in the edit mode of the label to prevent appointments using this label from sending reminders and follow-up messages. (Useful for labels such as ‘canceled, etc’. Checking this box is not required.)
-
Click Save to keep your changes.
Once your Label has been created, you can now add it to an appointment as needed.
To add a Label to a new appointment, follow the instructions below:
-
Go to the New tab in your account to access the new appointment form.
-
At the bottom of the appointment form, select a label from the ‘Label’ dropdown.
-
Click the Save button at the bottom of the new appointment form to keep all changes.
To add a Label to an existing appointment, follow the instructions below:
-
Go to the Calendar tab.
-
Locate the appointment that you need to categorize.
-
Click on the appointment directly on the calendar and ‘Edit‘ the appointment.
-
At the bottom part of the ‘Edit Appointment’ page, select a label from the ‘Label’ dropdown.
-
Click the Save button at the bottom of the new appointment form to keep all changes.