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How to Create an Appointment

Article author
Brianna Felts
  • Updated

Overview

Creating appointments is quick and easy, no matter what the modality of the appointment is (in-person, phone, video, or messaging). Here's a simple guide to help you get it done:

Quick Links ⚡️

Creating an Appointment with a Desktop Computer 🖥

Creating an Appointment Using a Mobile Device 📱

Creating an Appointment from Roster 📕

Guide 📖

If you want to create a messaging appointment, check out this tutorial here.

Creating an Appointment with a Desktop Computer 🖥

  • Click the '+' button in the bottom right corner to create your appointment.

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🚨Please Note: By default, the appointment type is set to "Video," but you can change it to "Phone" or "In-Person" by clicking on the "Type" dropdown.

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  • On the same screen, continue to fill in all the appointment details like date, time, title, duration, etc.
  • To include multiple participants in a group session, click "add participant." You can have up to 50 participants in one session.
  • You can also assign forms to your patients for completion before their appointment.
  • For recurring appointments with regular clients, follow these steps: Create an appointment as mentioned above, then enable the "recurring" option. You can choose daily, weekly, biweekly, or monthly recurrence and specify how often you want the appointment to repeat.
  • Once you're satisfied with all the details, click 'Create Appointment.'

Creating an Appointment Using a Mobile Device 📱

  • Click the '+' icon in the top right corner to kickstart your appointment creation process.

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  • On the same screen, continue to fill in all the appointment details like date, time, title, duration, etc. 

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  • To add multiple participants to a group session, click "add participant." You can have a maximum of 50 participants in one session.
  • For recurring appointments with regular clients, follow these steps: Create an appointment as described above, then enable the "recurring" option. You can choose daily, weekly, biweekly, or monthly recurrence and specify how many times you want the appointment to repeat.
  • Once you are content with all the details have filled in, click 'Create"

Creating an Appointment from Roster 📕

  • There is also a '+ New Appointment' button to the right of your client's name on every single tab (Profile, Appointments, Forms & Files, Notes) of their Roster profile. 

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  • Clicking on the '+ New Appointment' button will open the appointment creation page; proceed to fill in all the relevant details regarding the appointment 

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Need A Hand? 🙋🏽🤔

Followed all the steps but still having issues? Feel free to reach out to our support team, we're more than happy to help!

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