Appointment Types in Trackler
Appointment types in Trackler help you create and organize different kinds of meetings—like walk-and-talk sessions, check-in calls, or video coaching. Each type can have its own name, color, icon, and description, making it easier to identify appointments at a glance.
1. Where to find Appointment Types
Go to the left-hand menu and navigate to Meetings > Appointment Types.
Here you’ll find an overview of all existing types created within your workspace.
2. Creating a new Appointment Type
Click the Create button to add a new type. You’ll be asked to fill in:
Icon – Optional, for visual clarity
Name – For example: “Walk Coaching” or “Intro Call”
Description – A short explanation of the appointment type
Color scheme – Pick a color to match your brand or theme
Click Save to confirm.
3. Overview and available actions
The overview shows the name, description, color, and icon for each type.
Use:
Search bar – to quickly find an appointment type
View options – to show/hide or sort columns
More options menu (⋯) – to Edit or Delete an appointment type
⚠️ Deleting an appointment type is permanent and cannot be undone.
4. Why use appointment types?
To make your calendar and meeting lists easier to read
To distinguish between different coaching formats or workflows
To improve clarity for your Trackees when scheduling or preparing