Appointment tags can be created by LSC Administrators by configuring a policy. Each policy consists of a group of tags that can be used on appointments, an account must be added to the policy as a member to use those tags.
Uses for Appointment Tags
- label or group appointments
- for invoicing purposes (create an invoice that contains only appointments with the desired tags)
Create or View Appointment Tags
Navigate to Configuration > Company > Customize > List Management
Click the Appointment Tag tab to view existing Appointment Tag Policies. Click an existing policy to view/edit, or click Create Appointment Tag List Policy button to create a new policy (i.e. a new list of tags).
In the policy, add tags by clicking +Add New List Item and adding a name (and optional description). Click an existing tag to edit the name or description. Click Reorder near the top right to change the order of the tags.
Finally, navigate to the Policy Members tab and click Add Accounts to choose which accounts will have these tags available for appointments.
Apply Tags to an Appointment
LSC Administrators only can add tags to appointments in any status.
Navigate to an Appointment Viewer. In the top menu, click Select Appointment Tags and choose the desired tags from the dropdown, then click the Checkmark to confirm. Multiple tags can be added. To remove tags, click the existing tags and click the X next to the tag.