The Schedule Status drop-down in the Schedule screen and the corresponding color code can be personalized in the system. This means that more schedule statuses can be added to the drop-down. The corresponding color can also be set so that the color gets automatically populated on selecting the Schedule status. There are two ways to personalize Schedule status drop-down in the Schedule screen.


1. From the main menu, select Advanced Setup and then click on All Lookups.

2. To view the list of all Schedule Statuses, select SCHEDULED_STATUS from the list shown under Common Lookup Types on the left of the screen.

Image 1

3. To add a new Schedule Status, click on the  button.

Image 2

4. Enter a Value and and set the Color. Image 2 shows setting the color for a new schedule status ‘Sample Sch Status’.

5. Enter a Code for the Schedule status. Choose a code according to your convenience. This field is not editable once created.

6. Click on the ‘Editable’ checkbox to make a Schedule Status Editable. Click on the ‘Active’ checkbox to make a Schedule Status Active.

7. Click on Update after entering all the required information.


Go to Scheduler and click on the legend icon on the top of the screen. Click on the Appt. Status tab and hit the  highlighted in the Image 3 to open the settings.

Image 3

Click on Add new Status  to add a new Appt. Status.

Image 4

You can edit/ delete the statuses using the icons provided (see Image 4).