I’ve set up a Google Sheet for my clinic’s appointment scheduling. I’m trying to figure out how to make certain client names stand out automatically. Here’s what I’m aiming for:
Have a list of VIP clients (like Bob White, Mary Green, and Sam Blue)
When one of these names is typed into the ‘Name’ column, that cell or the whole row should change color
Is there a way to do this with formulas or do I need to use a script? I’m not too tech-savvy, so any straightforward advice would be awesome.
Also, if it’s easier, I’m open to having the list of special names on a separate sheet within the same workbook.
I’ve tackled this exact problem in my dental office. Here’s what worked for us:
We set up a separate sheet called ‘VIP List’ with all our priority patients. Then, in the main appointment sheet, we used conditional formatting. It’s pretty simple once you get the hang of it.
Go to Format > Conditional formatting. Select your ‘Name’ column. Choose ‘Custom formula is’ and put in this formula: =COUNTIF(‘VIP List’!A:A, A1)>0
Pick a color that stands out - we use bright yellow. Now, whenever you type a VIP name, it’ll light up automatically.
One tip: make sure to keep your VIP list updated. We review ours monthly to add new VIPs or remove ones who’ve moved away.
This system has really streamlined our scheduling. Good luck with your clinic!
hey sarah, you can do this with conditional formatting! go to Format > Conditional formatting, select the column with names, choose ‘Custom formula is’ and enter =COUNTIF(SheetX!A:A,$A1)>0 (SheetX is where ur VIP list is). pick a color and ur good to go! no script needed
I have implemented a similar system in my own practice and found that using Conditional Formatting with a separate VIP list works exceptionally well. I created an additional sheet dedicated to VIP client names and then applied a conditional formatting rule in the main sheet using a formula like =COUNTIF(‘VIP List’!A:A, $B2)>0. This setup automatically highlights the row when a VIP name is entered and eliminates the need for any scripting. The process is straightforward, effective, and accessible even for those who aren’t technically inclined.
