You can create a Client Appointment from the Agenda, Client List or the Calendar. You have a lot of flexibility within Appointments to schedule multiple Staff, multiple Service Types, toggle between Locations, and/or schedule all or multi-day Appointments.
Jump to Section [Enter Appointment Details] [Appointment Variations]
Create Appointment
- Click the Schedule tab in the navigation bar.
- Click the New Appointment icon.
- An Appointment window will open.
- Enter Client first or last name in search field if not already populated.
IMPORTANT: Click the Client name that results in the search field. This is necessary to link the appointment to the Client's File.
- Select desired Service Type from drop down if it did not auto-populate.
- Select the Staff Member if different from yourself.
- Select Location & Room (if applicable).
- Select the Date and choose the Time. If you're not seeing the minute increment you wish to see then click here to learn how to set your time scale units.
- Click Save.
Appointment Variations
Jump to Section [Multiple Service Types] [Multi-Staff Appointments] [All/Multi-Day Appointments] [Multiple Locations] [Book Rooms]
Schedule with Multiple Service Types
A Service Type may default if it is set that way in the Client Profile. You can select additional Service Types if you want by clicking in the Service Types field.
Schedule Multi-Staff Appointment
- In the Appointment window, click Multi Staff button.
- Enter in appropriate Staff.
Schedule All Day or Multi-Day Appointments
All day or multi-day Appointments can be helpful, especially if you need to block off time in your Calendar for meetings, conferences, or vacation. Scheduling an Appointment for Clients or for personal events blocks your Calendar to prevent double booking.
- In Appointment window, select Full Day box.
- OR enter appropriate End Date to span multiple days.
Scheduling with Multiple Locations
If you see Clients at multiple different Locations, you will want to double check which Location is listed for each Appointment. Location may default based on your primary Location or the Client's default Location, but it can always be changed as needed.
NOTE: If you schedule at multiple Locations, you will want set your Calendar filters and views to include all applicable Locations so all your Appointments will pull in.
Book Rooms for Appointments
If Room Booking is available Room options will display in the Room drop down. Rooms are available by Location and will display on the Agenda and on the Calendar. If you don't see the room you are looking for, ensure that you have selected the correct Location.
Related Articles:
- Schedule Non-Client Event (i.e. Organization Event, Vacation, etc.)
- Schedule Recurring Appointment
- Schedule Telehealth Appointment
- Manage Appointments