How to set up treatment types

Set up treatment types in Smilenotes to control how appointments appear in your appointment calendar. Each team member can manage their own treatment list, assign appointment lengths, and apply colour codes to make the schedule easier to read.

Who can modify these settings?: The user, admins, and the account owner.

What treatment types affect

Appointment duration in the appointment calendar
Colour coding in the schedule view
Booking panel selection when creating appointments

Watch video: how to add a treatment (29s)

Prefer written steps? Scroll down for step-by-step instructions.

Create a new treatment

Once set up, you can quickly book appointments and select the appropriate service or treatment type directly from your personalized list in the booking panel.

Head over to the Schedule page and click on the person icon next to the team member to edit the profile.

Click the person icon next to a team member to open their profile.

Select "Treatments"
Click "Add treatment" to create a new treatment.

Select the Treatments tab inside the team member profile.

Click on the description to rename it, then the tick to save. Enter the treatment time (scheduled length) and click on the colour square to change the colour.

Editing a treatment in Smilenotes to control appointment length in the diary. — Rename the treatment, set the appointment duration, and choose a colour.

Edit or delete a treatment

Open the Treatments tab in the team member profile. Click the treatment name to edit it, or remove it if no longer needed.

Share treatments with other team members

Account owners or admin users can set up a list of treatments and share them with other team members. Read this tutorial to learn how:

Share treatments with team members

Updated: 11 February 2026

How to set up treatment types

What treatment types affect

Watch video: how to add a treatment (29s)

Create a new treatment

Edit or delete a treatment

Share treatments with other team members

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