Scheduling Appointments

Learn how to schedule and manage appointments

Updated April 14, 2026 2 views Scheduling
appointmentscalendarscheduling

Scheduling Appointments

Creating an Appointment

  1. Navigate to the Calendar view
  2. Click on an available time slot
  3. Select the patient from the dropdown
  4. Choose the appointment type (Initial, Follow-up, etc.)
  5. Set the duration
  6. Add any notes
  7. Click "Save"

Appointment Types

  • Initial Assessment: First visit with patient
  • Follow-up: Regular therapy session
  • Crisis: Emergency or urgent appointment
  • Telehealth: Virtual session
  • Group Session: Group therapy

Recurring Appointments

To schedule recurring appointments:

  1. Create the first appointment
  2. Click "Make Recurring"
  3. Set the frequency (weekly, bi-weekly, monthly)
  4. Set the end date or number of occurrences

Managing Appointments

  • Reschedule: Drag and drop to a new time slot
  • Cancel: Right-click and select "Cancel"
  • No-Show: Mark as no-show if patient doesn't attend
Was this article helpful?
Need More Help?
Contact Support
In This Article
An unhandled error has occurred. Reload 🗙

Rejoining the server...

Rejoin failed... trying again in seconds.

Failed to rejoin.
Please retry or reload the page.

The session has been paused by the server.

Failed to resume the session.
Please retry or reload the page.