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Appointments & Scheduling

Robust appointment scheduling with multiple locations and timezones support

  • Creating an Appointment
  • Creating Calendar Events
  • Inviting Staff to Calendar Events
  • Responding to a Calendar Invite
  • Your Appointment Schedule
  • Set Your Default Calendar View
  • Set Your Calendar Availability
  • Sync Your Appointments with Google, Apple or Outlook
  • Managing Your Office Locations
  • Enable Appointment Reminders
  • Set Your Business Hours
  • Set Your Primary Office Location
  • Approving or Denying Appointment Requests
  • Color code appointments and events
  • Editing Appointments: A Guide to Overcoming Grayed Out Dates and Times

Categories

  • Getting Started
  • Setup & Admin
  • The Dashboard
  • Managing Clients
  • Managing Groups
  • Appointments & Scheduling
  • Therapy Notes & Treatment Plans
  • Invoicing & Payments
  • Client Portal
  • Insurance Billing
  • Manage Your Account
  • Managing Staff
  • Billing & Reports
  • Messaging
  • Telehealth
  • Telehealth Troubleshooting
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