Adding or Editing an Appointment Category

To get to Appointment Categories, go to Meevo > Appointments > Appointment Categories.

To add an Appointment Category

Tip: Use the copy function to quickly create a new data record with similar details to an existing item. First, locate and select the existing item, and then select Copy. Meevo 2 will create a new definition with fields that are identical to the record you just copied. Make changes to the data as needed, and select Save when finished.

  1. From the Appointment Categories search form, select Add New.
  2. Display Name: Enter a name that will make this item easy to identify in lists or menus in Meevo 2.
  1. Text and Background: Determine how the "details" section of appointments appear in the Appointment Book. Text controls the color of the appointment details text (client name, service details, add-ons, resource, and location/city/zip), while Background controls the background of the appointment.

Below, the client's appointment was assigned an Appointment Category whose Text is set to white and Background is set to red.

  1. When finished, select Save.

To edit an Appointment Category

Note: Some fields may not be editable if the current location is not the item's Home Location. 

  1. Locate the Appointment Category and select it.
  2. Select Edit and make your changes.
  3. When finished, select Save.