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2.21 Appointment Categories


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Categories within Appointments have one additional piece of  functionality to illustrate the time lines shown in the Schedule and within Team Schedules found in Projects.  Any Appointment created within the main Schedule will pre-populate to Projects to show the availability of Employees associated with a given Project.

Establishing a Category within Appointments follows the same steps as creating a Category. Click on the blue plus next to a field.


From there click on New Category  and set the Name and any description with the name as shown below.  The next step is to establish the Color. The example below shows Cyan as the color. The drop down menu pointed out by the arrow in the screen view below.

Clicking on the highlighted arrow will open the drop down menu for you to choose the color related to that Appointment Category.

The color menu has three different tabs each with a groups of colors attached to the tab as shown in the following screen views.

Simply choose your color and close out the Setup and Configure Tool. Your additions and changes will be automatically saved.  Any Appointments assigned to this Category will display the properties assigned through the Setup and Configure Tool.

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