> For the complete documentation index, see [llms.txt](https://kb.maica.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.maica.com.au/general-information/client-care-settings/planner-management.md).

# Planner Management

The Planner is a major component of the **Maica Client Care** solution, in fact, we would probably say, it's the largest and most important component of **Maica Client Care**. It is where the user can perform the vast majority of **Client Care** functions such as creating and managing Appointments.

To reflect the importance of this tool, we offer you a number of configuration options to make the Planner your own, including the ones listed here.

<figure><img src="/files/rso5IcQVfUzlDXYMKqIX" alt=""><figcaption><p>Planner Management Settings</p></figcaption></figure>

<table><thead><tr><th width="297.3333333333333">Setting Item</th><th>Description</th></tr></thead><tbody><tr><td>Text Format</td><td></td></tr><tr><td>Main Cell Colour</td><td>This determines the main colour of the cell in the Planner based on an attribute (or field) picked using the <a href="#the-field-selector">Field Selector</a>.</td></tr><tr><td>Cell Indicator Colour</td><td>This determines the indicator (little dot in the top right hand corner) colour of the cell in the Planner based on an attribute (or field) picked using the <a href="#the-field-selector">Field Selector</a>.</td></tr><tr><td>Shift Colour</td><td>This determines the main colour of a Shift cell in the Planner based on an attribute (or field) picked using the <a href="#the-field-selector">Field Selector</a>.</td></tr><tr><td>Unavailability Colour</td><td>This determines the main colour of the an Unavailability cell in the Planner based on an attribute (or field) picked using the <a href="#the-field-selector">Field Selector</a>.</td></tr><tr><td>Incomplete Appointment Colour</td><td>This determines the border colour of the cell in the Planner based on an attribute (or field) picked using the <a href="#the-field-selector">Field Selector</a>.</td></tr><tr><td>Snap Size</td><td>The Snap Size determines by how many minutes the Appointment time moves when dragging in the Planner.</td></tr><tr><td>Available Views</td><td>This sets the views that are available to the end user when using the Planner, such as <code>Appointment View</code> and <code>Participant View</code>.</td></tr><tr><td>Timeline</td><td>The timeline determines the <code>Start Time</code> and <code>End Time</code> of the Planner, for example 9am - 5pm.</td></tr><tr><td>Block Unavailability</td><td>When a Resource marks a particular time as <code>unavailable</code>, the Planner can either simply show this but still allow the creation of Appointments during this time or actually block this from happening.</td></tr><tr><td>Participant Name Field </td><td>In the <code>Participant View</code>, it is possible to set the attribute or field that is shown below the name. <br><br><img src="/files/lo8FKCvD6u6MXmGem5ei" alt="" data-size="original"></td></tr><tr><td>Resource Name Field</td><td>In the <code>Resource View</code>, it is possible to set the attribute or field that is shown below the name. </td></tr><tr><td>Tooltip Fields</td><td>This allows for the configuration of additional fields in the Tooltip shown when hovering over Appointments.</td></tr></tbody></table>

### Appointment Cell Text Format

<figure><img src="/files/KWNoJNgHoueArEy9GuoT" alt=""><figcaption></figcaption></figure>

### The Field Selector

The Field Selector is available in a number of spots within the Maica Client Care solution and allows you to pick from a list of attributes related to the object you are referencing, for example `Contact`. It further allows you to browse any lookups and navigate up to three levels, for example `Contact -> Region -> Name`.&#x20;

<figure><img src="/files/Wbf3BQnfukirEjFvCIBH" alt=""><figcaption></figcaption></figure>