The Color Codes tab allows you to select how tickets, services, and employees are color coded. 1. Click the Color Codes tab.
2. Edit the Appointment Color Codes section.
a. There are two options for appointment color codes: Standard Color Codes and Custom Color Codes.
i. Standard Color Codes: change the color codes for the six standard tickets: Appointment Requests, Checked In, Closed Tickets, Open Tickets, Selected Appointment, and Time Block.
1. Select the ticket type to change and click the Edit button. 2. The Customize Color Code screen will appear.
3. Select the desired Background color.
4. Check the Use Gradient box If you want the color to fade from one to another. 5. Select the Gradient color if applicable.
6. Select the Gradient style if applicable. 7. Select the Border color.
8. Select the Font color. 9. Select the Font name. 10. Select the Font size.
11. Check the appropriate box(es) if you would like the font to appear Bold or in Italic. 12. The Preview section will show you how your changes will look on the appointment
book.
13. Click OK when finished.
14. Repeat Steps 1-11 for the remaining Standard Color Codes.
ii. Custom Color Codes: this feature allows you to customize the way certain appointments for individual services, service categories, referral types, or confirmation types appear on the appointment book. You must create service categories in order to create service category color codes. See the Services Overview section of this User's Guide for
instructions on creating service categories. 1. Click the Add button.
2. Enter the name of the color code, i.e. Sample Service Category. 3. Click the OK button.
4. The Customize Color Code screen will appear.
5. Select the type of color code from the Type drop-down list: Confirmation, Referral, or Service ID/Category.
6. If it's a Confirmation select the Confirmation type from the drop-down list. This list is populated based on your confirmation settings.
7. If it's a Referral select the Referral type from the drop-down list. This list is populated based on your referral settings.
8. If it's a Service ID/Category click the Select button.
9. To add a single service, type in the Service ID or click Search and select the service from the list.
10. Click the Add button.
11. To add a Service Category, click on the service category and click Add. 12. Follow Steps 3-13 from the Standard Color Code instructions.
13. Click OK when finished.
14. Repeat Steps 1-13 for each Custom Color Code.
b. Color codes may overlap, i.e. open tickets, checked in, and a service category. The color will change on the Appointment Book screen based on priority.
3. Edit the Appointment Color Code Priority for Open Tickets section.
a. The highest priority level will determine the color code for open tickets on the Appointment Book screen.
b. Increase and decrease the priority of the following with the Increase Priority and Decrease Priority buttons:
l Confirmation Type: gives priority to the type of appointment confirmation used on tickets l Referral Type: gives priority to the type of referral used on tickets
l Service ID/Category: gives priority to the type of service ID or service category on the
ticket
l Checked In: gives priority to tickets that are checked in l Open Tickets: gives priority to open tickets
c. If a ticket is lacking a higher priority, i.e. if a referral type was not used, then the color code for the next highest priority will be used.
4. Edit the Employee and Resource Color Codes and Appointment Book Order section. a. Highlight the employee to change.
b. Click the Edit button.
c. If this is the first time editing the employee, the Edit Name screen will appear. d. Enter a color code name and click OK to continue.
e. The Customize Employee Color Code screen will appear. There are two tabs:
l General
l Appearance and Colors
g. If you would like to change the name of the color code, click the Change Name button. h. There are four options pertaining to the employee(s) that the color code can by applied to:
l Apply this color code to all employees/resources: apply the color code to all
employees/resources on the appointment book
l Apply this color code to only this employee/resource: apply the color code to only the
employee/resource selected
l Apply this color code to only the following category of employee/resource: apply the
color code to a specific employee/resource category selected from the drop-down list
l Apply this color code to only the following employees/resources: apply the color code
to employees/resources that are selected by the user i. Select the Appearance and Colors tab.
j. Select from the following two options for color schemes:
l Use Default Base Color: choose preset color options from a drop-down list
l Use Specific Base Color: choose a specific color from three different drop-down lists:
Custom, Web, and System
k. Select a Font name for the Header from the drop-down list. This list comes from the fonts available on your specific computer.
l. Select a Font size for the header. 6pt is the smallest available size, and 24pt is the largest available size.
m. Use the Move Up and Move Down buttons to change position of selected employee on the