📝 Overview
This article explains how to use Appointment Book Color Codes to make the calendar easier to read at a glance. You’ll learn what types of appointment attributes can be color-coded, how color-code priority works for open tickets, and how to customize employee appearance and order in the appointment book view.
🔑 Authorizations
You must have access to the appointment book settings in the software.
Employee-level access to edit Appointment Book Options or administrative access may be required depending on your setup.
If you do not see the Color Codes tab, ask an administrator to grant the appropriate permissions.
🛠️ Setup
Learn how to access the color code settings and create or edit standard and custom color codes.
Click here to learn how to set up appointment color codes
Click here to learn how to set up appointment color codes
Right-click any blank area of the Appointment Book and select Calendar View Options.
Select the Color Codes tab in the Appointment Book Options window.
Under Standard Color Codes, select an existing item and click Edit to change its color.
To create a new rule, click Add under Custom Color Codes, enter a name, select the type, and choose a color.
Click Apply or OK to save your changes.
🎯 What Can Be Color-Coded
Learn more about which appointment attributes support color coding and how those rules are applied.
⚠️ Please Note:
Color codes cannot be applied based on the appointment ticket status (Open / Canceled / Voided). Color-coding is applied based on attributes like confirmation type, referral type, service ID or service category, not the ticket status.
Click here to see supported color-coding options
Click here to see supported color-coding options
Appointments can be color-coded based on the following attributes:
Confirmation Type
Referral Type
Individual Service ID
Service Category
Employee or Resource appearance
🔄 How Color Code Priority Works
Learn how the system decides which color to apply when an appointment matches multiple color-coding rules.
Click here to learn how color priority is applied
Click here to learn how color priority is applied
When an open ticket meets more than one color-coding rule, the software applies the rule with the highest priority.
You can reorder priority by selecting a rule in the Appointment Color Code Priority for Open Tickets list and using Increase Priority or Decrease Priority.
Example:
If Confirmation Type is higher than Service ID, the confirmation color will display instead of the service color.
❓ FAQs
Find answers to common questions, edge cases, or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I color code by ticket status (Open, Canceled, Voided)?
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Click the arrow to view the answer
No, color codes cannot be applied by ticket status. Use other visual indicators or filters for status-based views.
I set a color for a service but a different color shows, why?
Click the arrow to view the answer
Click the arrow to view the answer
Check the color-code priority list. If another rule higher in the list matches the ticket (for example, a confirmation type), that color will override the service color.
Can I have different color codes per location?
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Click the arrow to view the answer
If your account supports multiple locations and the appointment book settings are location-specific, yes.
Why don’t changes show right away?
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Click the arrow to view the answer
After updating colors, click Apply / OK. If other users are active, they may need to refresh their appointment book view.
How do I change the order employees appear on the book?
Click the arrow to view the answer
Click the arrow to view the answer
In Employee and Resource Color Codes and Appointment Book Order, select an employee and click Move Up or Move Down then click Apply.