iCalendar: Set Up Appointment Types
Instinctive Notes appointment types provides important visual indicators of exactly why a client is seeing you, right inside the Instinctive Notes App. Configure different appointment types with different colours to understand your daily schedule at a glance.
The blue and yellow squares are automatically driven by the Instinctive Notes appointment type.
Set Up
To set up appointment types simply navigate to "Settings >> Appointment Types" on the Instinctive Notes Web Site, click Add Appointment Type and fill in your appointment type details.
Appointment Type Matching
In order to show the appointment type correctly in the Instinctive Notes App it needs to be matched to some information on the appointment. Add the matcher during setup so that Instinctive Notes can assign the correct appointment type.
Here's how we match:
Front Desk
Instinctive Notes uses the Front Desk "Appointment Type short code" to match for an appointment type. Simply set up appointment types in Instinctive Notes with matchers for your Front Desk appointment type short codes (not their name) and everything will automatically work.
In this case a Frontdesk appointment type short code of "101" is matched to an Instinctive Notes "Adjustment" appointment type. The corresponding colour will flow to the Instinctive Notes App for all of these types of appointments.
Mindbody
Mindbody appointment types are available in the integration with Instinctive Notes. Simply set up Instinctive Notes appointment types with exactly the same name in the matcher field and everything will automatically work.
In this case a Mindbody appointment type of "Adjustment" is matched to an Instinctive Notes "Adjustment" appointment type. The corresponding colour will flow to the Instinctive Notes App for all of these types of appointments.
Need Help with Matchers
Just contact us, were happy to help you get your appointment types and matchers set up.