You asked, we listened! You can now add up to 3 text labels on a Client Profile in the Online Calendar.
How to: Set/Create a Client Label
Login to the Online Calendar
- Search for the client who you wish to add a Client Label to
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Click on their name
- Their Client Profile will display in the right-hand side of the Online Calendar
- Beside the Client Profile Photo, click + Add a label
- In the "Add new label" pop-up, you have the option to:
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- Set a label that was previously created
- Create a new label description
- To set a label that was previously created, click on the -- Create or find a label – dropdown
- Select the label
- Click Add
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- The label will now display on the Client Profile!
- To create a new label, click + Create Label
- Enter your label (up to 14 characters long)
- Click Create Label
- Click Add
- The label will now display on the Client Profile!
How to: Remove a Client Label
Login to the Online Calendar
- Search for the client who you wish to remove a Client Label for
- Click on their name
- Their Client Profile will display in the right-hand side of the Online Calendar
- Beside the Client Profile Photo, click the
button beside the label you wish to remove
- The Client Label will be removed!
Comments
1 comment
This article does not show how you can delete labels, or edit them after they have been created. It only shows you how you can create, assign, and remove from a client's profile. Flawed system.
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