How can I assign colors to my clients / staff / visits?

You can assign services specific to a client under a visit type to match their care plan.

To assign colors to your clients:

  1. Click Clients on the sidebar and select your client. Click Edit on the client preview.

  2. In the Edit Client page, scroll down to Color and select a color you want to assign to this client.

  3. Click Save.

 

To assign colors to your staff:

  1. Click Staff on the sidebar and select your client. Click Edit on the staff preview.

  2. In the Edit Staff page, scroll down to Color and select a color you want to assign to this client.

  3. Click Save.

 

To assign colors to your visit types:

  1. Click Visit Types on the sidebar and select your client. Click Edit Visit Type on the Visit Type preview.

  2. In the Edit Visit Type page, scroll down to Color and select a color you want to assign to this client.

  3. Click Save.