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!
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