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INSZoom:- Add Appointment/Activity Categories

The below instructions will help you on how to set up the appointment or activity categories to use within the calendar feature.

Add Appointment/Activity Categories

 

 

First, head to the Knowledge Base ('Setup' >> 'Knowledge Base'). Click on 'Appt/Activity Category':

Here you'll see the list of 'Appointment/Activity Categories'. Click 'Add New' to create a new one and enter the categories in the pop-up window:

To edit an existing category, click on the pencil icon, make the changes and click 'Save':

Now, when you visit your calendar you'll see the new appt/activity type:

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