Configure Customer Appointment Settings

  1. Select Appointments > Configuration… > Settings 

  2. Click the Edit button.

  3. Use the drop-down menu to choose which colors and icons to show for each appointment based on the appointment type and status
    1. Use system default colors and icons based on the appointment status: Use the CollaborateMD standard configuration for both the Appointment Statuses and Types. This option is static and the icons and colors cannot be changed. 

    2. Use custom colors for appointment types and icons for appointment statuses: Use the custom colors from the appointment types and the icons from the appointment status. This option allows you to change the icons and colors by clicking on the color or icons for the appt type or status you would like to change.

    3. Use custom icons for appointment types and colors for appointment statuses: Use the custom icons from the appointment types and the colors from the appointment status. This option allows you to change the icons and colors by clicking on the color or icons for the appt type or status you would like to change..


  1. Optional: Click the Copy Settings link to copy customer appointment settings to another customer under your account.  

  1. Show warning when saving a new appointment that is a duplicate of an already entered appointment on the patient, date, and resource?

    1. If set to Yes, an alert will pop up if you are creating a duplicate appointment based on the date, patient and resource entered.

  2. Allowing appointments to be scheduled for a Resource outside of their default hours?

    1. If set to Yes, you will be able to schedule appointments for resources during the hours they are marked as Unavailable.

  3. Allow multiple appointments to be scheduled during the same time block (overbooking)?

    1. If set to Yes, you will be able to schedule multiple appointments at the same time for the same resource.

  4. Show instructions when moving appointments, rescheduling appointments, or scheduling a follow-up appointment?

    1. If set to Yes, a window will appear with instructions every time you select to reschedule an appointment or schedule a follow-up appointment. 

  5. Choose the duration between grid lines (i.e., time slot) for your calendar view.

    1. Use the drop-down menu to divide your scheduler to display into 5, 10, 15, 30, 60 minute  increments. 

  6. Choose the start and end times for your calendar view.

    1. Use this option to set the hours of the day to display on your scheduler.

  7. Do not show resource within the daily view if they are unavailable for the entire day?

    1. If set to Yes, you will not see the resource column for resources within the daily view if all of their available time slots are booked.

  8. Show a separate time legend next to each resource within the daily view? By default, only a single time legend is shown to the left of the first resource?

    1. If set to Yes, the time interval legend will appear to the left of each resource column.

  9. Choose the number of days per week to show within the weekly view.

    1. Use the drop-down menu to select how many days should be shown on the scheduler within the weekly view.

  10. Choose the day of the week to show first within the weekly view.

    1. Use the drop-down menu to select which day the weekly view of the scheduler should begin on.    

  11. Click Save.