Color Coding (New UI)
Color coding employees or crews in The Customer Factor's new (UI) is a useful feature that enhances visual organization and efficiency in managing appointments. Follow the steps below to easily implement color coding for your employees or crews:
Navigate to the Calendar:
- Go to the Calendar screen.
- Look for the "By Assignment" Area and If the area is closed, open it by clicking on the [+] icon.
View Employees and Crews:
- Within the "By Assignment" section, you'll find a list of your employees and crews.
- Hover your cursor over each employee or crew name, and you'll notice it turns into a paintbrush.
- Click on the name of the employee or crew for whom you want to assign a color.
- This action will open a color picker window, then you can continue by selecting a color to apply it.
Refresh/Visualize Color-Coded Appointments:
- After selecting the color, refresh the screen to ensure the changes take effect.
Example: Assigning Green Color to Jeff Diego
- For instance, if you choose the color green for Jeff Diego, all appointments assigned under that name will appear in green. This makes it easy to visually identify and distinguish his appointments.
That's it! So by following these simple steps, you can efficiently implement color coding for your employees or crews. This feature provides a visual aid for managing appointments and enhances overall organization in your scheduling process.
If you have any further questions or need assistance, feel free to reach out to our support team.
