> ## Documentation Index
> Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Calendar Appearance

> Customize how appointments look on your calendar by setting status styles and adding icons to events.

<Info>
  **Navigation:** Go to **Settings > Calendar Appearance** to access these settings.
</Info>

Control the visual style of appointments on your calendar. You can change how each appointment status is displayed and add icons that highlight important details at a glance -- like whether a patient paid a booking fee, completed their forms, or was scheduled by AI.

## Appointment Status Styles

Each appointment status can have its own visual style on the calendar. This helps your team quickly tell the difference between confirmed, pending, cancelled, and other appointment states just by looking at the calendar.

The available statuses are:

| Status        | Description                                                                       |
| ------------- | --------------------------------------------------------------------------------- |
| **Reserved**  | A time slot has been held for the patient, but the booking fee has not been paid. |
| **Pending**   | The appointment is scheduled but has not been confirmed by the patient.           |
| **Confirmed** | The patient has confirmed the appointment.                                        |
| **Completed** | The appointment is finished.                                                      |
| **No-show**   | The patient did not show up for their appointment.                                |
| **Cancelled** | The appointment has been cancelled.                                               |

### Style Variants

For each status, choose one of three visual styles:

* **White** -- A white bar along the left edge of the appointment block.
* **Translucent** -- A semi-transparent background using the service color.
* **Opaque** -- A solid, fully colored background using the service color.

A live preview appears next to each status so you can see how it will look on the calendar before saving.

### Change Status Styles

<Steps>
  <Step title="Open Calendar Appearance">
    Go to **Settings > Calendar Appearance**.
  </Step>

  <Step title="Choose a Style for Each Status">
    Under **Appointment Status Styles**, click **White**, **Translucent**, or **Opaque** for each status. The preview on the right updates immediately.
  </Step>

  <Step title="Save Your Changes">
    Click **Save changes** at the top of the section. The button is disabled when there are no unsaved changes.
  </Step>
</Steps>

***

## Calendar Color

Choose whether appointments are colored by their **service** or by the assigned **provider**, then set the color for each one. This only changes which color fills an appointment block — the status styles above still apply on top of it.

Under **Calendar Color**, pick one of two modes:

* **By service** — each appointment uses its service's configured color. This is the default.
* **By provider** — each appointment uses the assigned provider's color. Providers without a set color get an automatic one.

Below the mode, a list shows every **service** (or **provider**, depending on the mode) with a color swatch. Click a swatch to open the color picker and choose a new color. Changes save as soon as you pick.

<Note>
  Editing service colors requires the Services permission; editing provider colors requires the Users permission. If you can change the mode but not the individual swatches, your role is missing the matching permission.
</Note>

***

## Appointment Icons

Appointment icons are small visual markers that appear on calendar events. They give your team a quick way to see important information without opening the appointment -- such as whether the patient is new, checked in, or booked online.

The available icon types are:

| Icon Type              | What It Means                                                          |
| ---------------------- | ---------------------------------------------------------------------- |
| **Booking Fee Paid**   | The patient has paid the booking fee.                                  |
| **New Patient**        | This is the patient's first appointment.                               |
| **Scheduled by AI**    | The appointment was booked by an AI assistant.                         |
| **Form Completed**     | The patient has completed their required forms.                        |
| **Form Not Completed** | The patient has not completed their required forms.                    |
| **Checked In**         | The patient has checked in for the appointment.                        |
| **Online Booking**     | The patient scheduled the appointment themselves online.               |
| **Provider Requested** | The patient specifically requested this provider when self-scheduling. |

Each icon type can only be used once. Once every type is configured, the **Add Icon** button is disabled.

### Add an Icon

<Steps>
  <Step title="Open Calendar Appearance">
    Go to **Settings > Calendar Appearance** and scroll down to **Appointment Icons**.
  </Step>

  <Step title="Click Add Icon">
    Click the **Add Icon** button in the top right of the icons section.
  </Step>

  <Step title="Select an Event Type">
    Choose the event type from the list. Types that already have an icon are grayed out.
  </Step>

  <Step title="Choose an Icon Display">
    Click the icon display button to pick how the icon looks. You can choose either:

    * **Color** -- A colored circle. Use the color picker to select any color.
    * **Emoji** -- An emoji from the built-in categories (Status, Documents, People, Actions, Medical).

    Picking a color clears any selected emoji, and picking an emoji clears the color.
  </Step>

  <Step title="Save">
    Click **Create Icon**. The new icon immediately appears in the list and on matching calendar events.
  </Step>
</Steps>

### Edit an Icon

1. In the **Appointment Icons** section, click the edit button (pencil icon) next to the icon you want to change.
2. Update the color or emoji. The event type cannot be changed after creation.
3. Click **Save Changes**.

### Delete an Icon

1. Click the delete button (trash icon) next to the icon you want to remove.
2. Confirm the deletion when prompted. This removes the icon from all calendar events of that type.

***

## Calendar View Presets

Calendar view presets are saved combinations of providers, teams, locations, and other calendar filters. Once you save a preset, anyone in your organization can switch to it from the calendar to instantly load that view. If you change any calendar filter after applying a preset, the preset is no longer shown as active, but the saved preset remains available to use again.

Each preset can include:

* A **name** that appears in the calendar's preset menu.
* One or more **providers**, listed individually or pulled in through teams.
* One or more **teams** (when teams exist). Each team shows its member count.
* One or more **locations**. Leave blank to include all locations.
* Optional filters for **event types** and **event statuses**. Leave blank to show everything.
* A default **view mode** (for example, Day or Week), or "No preference" to use the user's current view.
* **Only Active Providers** -- when on, the preset hides providers who do not have shifts on the day being viewed.
* **Show Working Hours** -- when on, shifts are drawn as background highlights on the calendar.

### Add a Preset

<Steps>
  <Step title="Open Calendar Appearance">
    Go to **Settings > Calendar Appearance** and scroll to **Calendar View Presets**.
  </Step>

  <Step title="Click Add Preset">
    Click the **Add Preset** button in the top right of the section. A dialog opens.
  </Step>

  <Step title="Name the Preset">
    Enter a name (for example, "Morning Team" or "All Injectors"). This is required.
  </Step>

  <Step title="Pick Providers and Teams">
    Use the **Providers** picker to choose individual providers. If your organization has teams, use the **Teams** multi-select to add every member of a team in one step.
  </Step>

  <Step title="Set Filters and Defaults">
    Optionally choose locations, event types, event statuses, a view mode, and toggle **Only Active Providers** or **Show Working Hours**.
  </Step>

  <Step title="Save">
    Click **Create**. The preset appears in the list and is available to your whole organization.
  </Step>
</Steps>

### Edit a Preset

1. In the **Calendar View Presets** list, click anywhere on the preset row, or click the pencil icon that appears on hover.
2. Update any field in the dialog.
3. Click **Save**.

### Delete a Preset

1. Hover over the preset and click the trash icon.
2. Confirm the deletion when prompted. The preset is removed for everyone in your organization.

***

## Provider Order

Set the order providers appear in as columns on your calendar. By default, providers are listed alphabetically. Your chosen order is saved to your own account, so it follows you to any computer or browser you log in to -- instead of the default alphabetical order.

Only providers who have services assigned to them appear in this list, which matches the providers shown as columns on the calendar. When a provider is newly assigned a service, they appear at the bottom of the list automatically, ready for you to move into place.

### Set Your Provider Order

<Steps>
  <Step title="Open Calendar Appearance">
    Go to **Settings > Calendar Appearance** and scroll to **Provider Order** at the bottom.
  </Step>

  <Step title="Drag Providers Into Order">
    Use the drag handle (the dotted grip on the left of each row) to drag providers up or down into the order you want.
  </Step>

  <Step title="Save the Order">
    Click **Save order**. The button is only active when you have unsaved changes. Your calendar will use this order from then on, everywhere you log in.
  </Step>
</Steps>

<Note>
  If you've rearranged provider columns directly on the calendar by dragging them, that calendar arrangement stays in place on that browser and takes priority over the order set here. The order on this page is used as your default wherever you haven't rearranged columns directly -- such as a new computer or after signing in fresh.
</Note>
