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Create and Manage Folders in Appointment Types (Card and List View)

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Bytimothy A
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Overview: 

Creating and managing folders in Appointment Types allows you to organize your appointments efficiently using either Card View or List View. You can create new folders, move appointment types between folders, rename or delete folders, and quickly navigate your schedule to keep appointments structured and easy to access.

Follow these steps to create and manage folders in Appointment Types (Card and List View):

Step 1: On your Dashboard, navigate to the Appointment Types tab under the Calendar section.

Step 1: On your Dashboard, navigate to the Appointment Types tab under the Calendar section.

Step 2: In both Card View and List View, click the + Add Folder button.

Step 2: In both Card View and List View, click the + Add Folder button.

Step 3: A pop-up will appear where you can manage your existing folders.

Step 3: A pop-up will appear where you can manage your existing folders.

Step 4: Click the pencil icon to edit the folder name, or the trash bin icon to delete the folder.

Step 4: Click the pencil icon to edit the folder name, or the trash bin icon to delete the folder.

Step 5: If you want to add a new folder, enter the folder title.

Step 5: If you want to add a new folder, enter the folder title.

Step 6: Click Done when you finish managing your folders. If you added a folder, a notification will confirm that it was successfully added.

Step 6: Click Done when you finish managing your folders. If you added a folder, a notification will confirm that it was successfully added.

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