LSC Administrators create appointment tags by setting up a policy: a group of tags that an account must be a member of before those tags are available on its appointments.
Uses for appointment tags
Label or group appointments.
Invoicing: create an invoice that contains only appointments with the tags you want.
Create or view appointment tags
Go to Configuration>Company>Customize>List Management.
Select the "Appointment Tag" tab to view existing appointment tag policies.
Select an existing policy to view or edit it, or select "Create Appointment Tag List Policy" to create a new list of tags.
In the policy, select "+Add New List Item" and give the tag a name and an optional description. Select an existing tag to edit its name or description. Select "Reorder" near the top right to change the order of the tags.
Select the "Policy Members" tab, then select "Add Accounts" to choose which accounts can use these tags.
Apply tags to an appointment
Note: Only LSC Administrators can add tags to appointments, and they can do so for an appointment in any status.
Open the "Appointment Viewer".
In the top menu, select "Select Appointment Tags" and choose the tags you want from the dropdown.
Select the checkmark to confirm. You can add multiple tags.
To remove a tag, select the existing tags, then select the X next to the tag you want to remove.
Next steps / Getting more help
If tags aren't available on an account's appointments, confirm the account is a member of the tag policy, then reach out to Boostlingo Support with the account name and the policy name. If you're not sure how to reach Support, contact your Account Manager.