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Appointment Management Features

Tag Bookings and Appointment Requests

Magenta Health

When viewing your bookings, you're able to also mark your bookings and appointment requests with various tags, individually, or in combination. The tags currently available are the following:

  • Confirmed

  • No Show

  • Paid

  • Completed

The Paid tag is automatically added if a customer pays online prior to booking.

Instructions

1. Select the Bookings button in the main navigation bar.

bookings_orb.png

2. Select the Client Requests tab.

client_requests_tab_active.png

3. Open the booking that you wish to tag by clicking on it.

select_booking.png

4. Select the Add Tag button, and choose from the presented options.

select_tag.png

5. Added tags will appear as a list. Remove tags by clicking the X icon next to each tag.

show_tags.png

6. Tags will be listed in italics next to each booking and appointment request.

Tags will also be listed in the appointment history if exported.

show_tags_2.png