Community

Scheduling a new appointment

Select the + Create button at the top of the page and select Create Appointment or just click directly on the calendar. 

In the New Appointment window, select an existing client or select the + New Client button (you will be prompted to enter new client info)

Set the date, time, duration and any recurring appointment settings.  You can either type the time, or use the TimePicker up/down arrows to create the appointment.  

newsession-1.png

If you have multiple clinicians, your appointment will default to the primary clinician assigned to this client. If you would like to switch to a different clinician for this appointment, click "change" then select the clinician's name from the dropdown menu. 

Note: the clinician assigned to this appointment will also receive payment for this appointment. 

Make sure the service code and rate is correct.  Click "edit" next to the appointment fee to make any changes.  

Select the appointment type (individual or couple)

Select Done.  

How to edit an existing appointment

To edit existing appointments, follow these steps:
 
1. From the Calendar page, click on the appointment to view the details.

2. Edit any of the appointment information and click Done.

If the appointment is part of a recurring series, you will be asked if your changes should be applied to just the one appointment you are editing or to all appointments in the series.

Note: To delete an appointment, select the appointment and click the trash icon:

 

Have more questions? Submit a request

Comments