How do I schedule an appointment?

Keep track of your calendar and schedule upcoming sessions with clients.

Updated over a week ago

Quickly access your or a member of your team's calendar by going to Schedule in the left navigation.

What's inside?

  • View your calendar, schedule, and re-schedule appointments.

  • Set your availability so clients can schedule with you through your clinic portal (Requires account admin to enable "Online Booking" within Practice Settings."

  • Block time off when you are not available.

  • View and schedule appointments for other team members within your clinic.

  • Scheduled appointments automatically generate a secure virtual meeting room for you and your client.

How to schedule an appointment

  1. Click "Schedule" on the left navigation bar.

  2. Select whose calendar you want to view, and your calendar will be visible by default.

  3. Click anywhere open on the calendar to begin scheduling an appointment.

  4. Choose the desired service, schedule one or more members of your team as hosts, and invite one or more clients to participate.

  5. Select "Schedule."

How to reschedule an appointment

  1. Reschedule within the week by dragging and dropping the appointment to the newly desired time.

  2. Schedule beyond the current week by selecting an appointment, click "view appointment," select Settings, and choose a new date and time.

  3. Click "Reschedule"

And... you're done!

To find your scheduled session, refer back to "Schedule" from the left menu at any time.

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