Appointments become more manageable if they are well organized. You can also work faster if frequently used categories and locations are already in the platform.
Create different colors to match your organization's house style. Enter various categories and add the locations that are frequently used.
- Setup
- Metadata
- Calendar
Customizing colors
Click on a color to select it as a new color or enter the relevant hexadecimal code.
Adding categories
Enter a category name next to each color – Meeting or Leave, for example.
Locations
Under the Locations tab (in Setup), you can enter a number of locations – Meeting Room 1 or Zoom, for instance.
