Calendar & scheduling

Customizing your calendar

• Navigating your calendar
• Using calendar color coding filters
• Troubleshooting missing appointments

Calendar sync

• Getting started with calendar sync
• Managing calendar sync for Google Calendar
• Managing calendar sync for Apple Calendar
• Managing calendar sync for Microsoft 365 Outlook Calendar

Managing appointments, events, and Out of Office

• Scheduling and managing appointments
• Using multiple service codes for appointments
• Managing recurring appointments
• Managing appointment statuses and billing
• Setting up group appointments
• Group appointments FAQs

See all 9 articles

Managing how clients can schedule appointments

• Managing Uprise Health referrals
• Managing Lucet referrals
• Managing ComPsych referrals
• Managing Optum/UHC referrals
• Getting started with in-network referrals
• Setting up availability for the first time

See all 15 articles