Back to TidyClinic Guides

Set up appointment categories

This guide explains how to create appointment categories. These will be used when creating an appointment.

Want to view this guide all at once?

Download PDF

Step 1.

Go to Settings> Calendar and click Appointment categories.

Click Add new appointment category.

Step 2.

This will open a pop-up box where you create an Appointment category.

You can select a colour for the appointment category, so that they are easily identifiable.

Click Save and create once complete.

Step 3.

Click on the edit icon next to a category to edit or delete it.

Related Guides

Want to learn more? Check out these related guides

All TidyClinic Written Guides

Setup

Learn how to set up your Tidy account

Patients

Learn how to manage patients within your Tidy account

Calendar

Learn how to manage your calendar within your Tidy account