Viewing Appointments by Status or Appointment Type

Viewing Appointments by Status or Appointment Type

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Overview

Use appointment colors to quickly identify appointments by their status or appointment type. You can switch between the two color views from the Appointment Color By option at the top of the Calendar.

Colors are also displayed when filtering appointments and when selecting an appointment type or status while creating or updating an appointment.

View Appointments by Status or Appointment Type

Use the Appointment Color By option to choose how appointment colors are displayed.

  1. At the top of the Calendar, locate Appointment Color By.
  2. Select Status or Appointment Type.
  3. The appointment colors update based on your selection.

Status: Appointments display the color associated with their current appointment status.

Appointment Type: Appointments display the color associated with their appointment type.

Your selection is saved for future use.



View Colors When Using Filters

Appointment type and appointment status colors are displayed when you filter appointments on the calendar.

View Appointment Type Colors in the Filters

You can view the color associated with each appointment type from the left-side filters.

  1. In the left-side filters, expand Appointment Type.
  2. Review the color displayed next to each appointment type.
  3. Select the appointment types you want to include in the Calendar.

View Status Colors in the Filters

You can view the color associated with each status from the left-side filters.

  1. In the left-side filters, expand Status.
  2. Review the color displayed next to each status.
  3. Select the statuses you want to include in the Calendar.


View Colors When Creating or Updating an Appointment

Appointment type and appointment status colors are displayed when you create or update an appointment.

View Appointment Type Colors

  1. Open the appointment details.
  2. Expand the Appointment Type dropdown.
  3. Review the color displayed next to each appointment type.
  4. Select the appropriate appointment type.


View Appointment Status Colors

  1. Open the appointment details.
  2. Expand the Appointment Status dropdown.
  3. Review the color displayed next to each appointment status.
  4. Select the appropriate appointment status.

Additional Information

  • Appointment colors update automatically when the appointment status changes.
  • Appointment status colors cannot be modified or configured.

FAQs

Can I change the color assigned to an appointment status?
No. Appointment status colors are predefined and cannot be modified.

Can I switch between Status and Appointment Type colors?
Yes. Use the Appointment Color By option at the top of the Calendar to switch between Status and Appointment Type views.

Will my color view selection be saved?
Yes. Your Appointment Color By selection is saved and used the next time you access the Calendar.

What happens to the appointment color when I change its status?
The appointment color automatically updates to match the color associated with the new status.

Where can I view appointment type colors?
Appointment type colors are displayed in the Appointment Type filter and in the Appointment Type dropdown when creating or updating an appointment.

Where can I view appointment status colors?
Appointment status colors are displayed in the Status dropdown when creating or updating an appointment and when viewing appointments by Status.


Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com

Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.