Overview

Creating appointments is quick and easy, no matter what the modality of the appointment is (in-person, phone, video, or messaging). Follow these steps to learn how to do so

Quick Links ⚡️

Creating an Appointment with a Desktop Computer 🖥

Creating an Appointment Using a Mobile Device 📱

Creating an Appointment from Roster 📕

Guide 📖

If you're looking to create a messaging appointment, check out this tutorial here.

Creating an Appointment with a Desktop Computer 🖥

Click the '+' button on the bottom right, this will bring you to our appointment creation page

Then proceed to selecting which type of appointment you'd like to create (video, in-person, phone)

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

To add multiple participants to a group session, click "add participant". You can have a maximum of 50 participants in one session

This screen also gives you the option to assign any forms to your patients to complete prior to their appointment if you'd like

If you have a client you see on a regular basis, you can set up recurring appointments. To do this, create an appointment as described above, then click the "recurring" toggle. You can choose from daily, weekly, biweekly, or monthly. Enter the number of times (occurrences) you'd like this appointment to repeat.

Once you are content with all the details have filled in, click 'Create Appointment"

Creating an Appointment Using a Mobile Device 📱

To get started, click '+' icon on the top right, this will bring you to our appointment creation screen

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

To add multiple participants to a group session, click "add participant". You can have a maximum of 50 participants in one session.

If you have a client you see on a regular basis, you can set up recurring appointments. To do this, create an appointment as described above, then click the "recurring" toggle. You can choose from daily, weekly, biweekly, or monthly. Enter the number of times (occurrences) you'd like this 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. 

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

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!