You can group your appointments into categories to keep them organized.
Appointment categories appear as expandable headings on the Appointments page. You can create, modify, deactivate, and reactivate an appointment category. You can also sort the appointments in each category to determine how they are displayed on the Book Now tab of the Client Portal.
Key tips
If both an appointment type and its respective category are deactivated, you’ll need to reactivate the category first before turning the type back on.
To view deactivated appointment types and appointment categories on the Appointments page, remove the Status and Category status filters.
Create an appointment category
To create an appointment category:
Open the App Drawer
then click View All > Setup > Services > Appointments.
Click Add Category.
Enter the name of the new category.
Click Save.
Modify an appointment category
To modify an appointment category:
Open the App Drawer
then click View All > Setup > Services > Appointments.
Modify an existing appointment category using the following options:
Change a category name: Click the Edit button
and enter the desired name for the category, then click Save.
Move a category in the list: Click the Move up
or Move down
button to move the category up or down the list.
Move an appointment within a category: Click the Tile View button
and then click and drag the appointment within its own category or into another category.
Sort all appointments in a category: Click the Sort button
and organize the appointments by Name, Duration, or Price. Click Custom to manually drag and drop the appointments in a custom order. If you’ve used a custom sort before, clicking Custom will show your last saved order.
Delete an empty appointment category: Click the Delete
button to delete an empty appointment category. If a category contains one or more appointments, it can no longer be deleted and needs to be deactivated instead.
Deactivate or reactivate an appointment category: Click the Deactivate
button to deactivate an appointment category. To reactivate an appointment category, click the Activate
button.
Note: You can only deactivate a category if all the appointments in the category are deactivated.