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Creating and using Labels on appointments
Creating and using Labels on appointments

GoReminders can help you stay organized with appointment labels! Check out this article to see how to use them.

Noah Eisenbruch avatar
Written by Noah Eisenbruch
Updated over a week ago

Before you can add labels to your appointments, you'll need to create one first.

To create a Label do the following:

  1. Click the orange + sign to create your desired label.

  2. Enter the Label name. (This is internal only and not visible to clients.)

  3. Optional: Check the "Stop reminders and follow-ups" box in the edit mode of the label to prevent appointments using this label from sending reminders and follow-up messages. (Useful for labels such as 'canceled, etc'. Checking this box is not required.)

  4. Click Save to keep your changes.

Once your Label has been created, you can now add it to an appointment as needed.

To add a Label to a new appointment, follow the instructions below:

  1. Go to the New tab in your account to access the new appointment form.

  2. At the bottom of the appointment form, select a label from the 'Label' dropdown.

  3. Click the Save button at the bottom of the new appointment form to keep all changes.

To add a Label to an existing appointment, follow the instructions below:

  1. Go to the Calendar tab.

  2. Locate the appointment that you need to categorize.

  3. Click on the appointment directly on the calendar and 'Edit' the appointment.

  4. At the bottom part of the 'Edit Appointment' page, select a label from the 'Label' dropdown.

  5. Click the Save button at the bottom of the new appointment form to keep all changes.

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