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Custom Appointment Tags

  • Updated
Appointment Tags are available under the My Organization tab. These tags are customizable and can be applied to appointments across all warehouses.

 

To create a new tag: 

  1. Start typing the name of the tag
  2. Change the color accordingly (if needed)
  3. Click Add

 

To edit an existing tag:

  1. Click the pencil icon
  2. Make the necessary changes
  3. Click Save



Tag Notifications
If enabled, the system will trigger the notification once the tag is added to an appointment. 
 

First, you will need to enable the notification under each tag. 

 

Next, enable this type of notification in the Appointment Notifications section located right below it.

 
You may also customize the tag notifications. For instructions, please check this article.

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