You can customize the Schedule or Diary Day View by color coding appointment tiles by provider. This enables you to easily identify the provider for an appointment when not using assigned chairs.
Note: You can color code tiles either by provider or appointment type. For more information, see How to Create, Edit, and Apply Appointment Types.
To color code appointment tiles by provider:
- From the Location tab, select Schedule/Diary The Schedule/Diary view is displayed.
- Under Actions, select the Manage Schedule/Diary View gear icon.
- Select Color Appts. by, and then select Providers.
Appointment tiles display a strip with the provider's assigned color.
To assign a color to a provider:
- From the Administration tab, select Team > Team Members. The Team Member Settings are displayed.
- Select a team member from the list, and then click Edit Selected Team Member.
- Under Professional Information, click the color block for Assigned Color.
The Select Color palette is displayed. - Select a color and click Save.
For more information, see How to Add or Edit a Team Member (UK), or How to Create or Edit a Team Member (US).
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