Schedule
Working hours, booking sessions and standing arrangements, moving and cancelling, recording attendance, and the requests queue and waitlist.
Articles
- Setting working hoursAdd the hours a clinician can be booked into, change one date, and block time out.
- Booking a sessionBook a client into a free time, in person or by video, from the schedule or the header.
- Booking a standing arrangementBook a run of sessions on a weekly pattern, change the pattern later, or stop it.
- Moving or cancelling a sessionMove a session to another free time, or record that the client cancelled, cancelled late, or that the practice called it off.
- Checking a client in and recording what happenedRecord that the client is here, that the session is finished, or that the client was a no-show.
- Answering appointment requestsWork the requests queue: book what a client asked for, offer another time, or decline with a note.
- Using the waitlistPut somebody on the waitlist with the times that suit them, book them when a time comes free, or take them off.