How do I create a client appointment?

Head to the ‘Calendar’ tab 📅 on the left-hand side

Select ‘Create’ 👇 in the top right-hand corner or simply click on the calendar 👇 when you would like the appointment to take place

Select ‘Client appointment’ 👇

Search for the client you would like to make an appointment with and choose the ‘Title’ and ‘Date’ ✍️ of the appointment. Remember to choose the Client Case as well.

If you would like to add any notes about the appointment, scroll down and select the blue ‘+’ next to ‘Notes’
​

Scroll down and type your note ✍️
​

If you would like to edit the booking confirmation email, select the ‘+’ next to ‘Booking confirmation’
​

To select when you would like the booking reminder to be sent (if you would like one to be sent), select the ‘+’ next to ‘Booking reminder’ and select the down arrow, if you would like to customise the message, select ‘customise message’
​

When finished, select ‘Save’ ✅ in the top right-hand corner

You have created an appointment! 🎉

Select the patient you would like to schedule an appointment for by selecting their name on the 'Clients' tab

Head to the ‘Client Case’ you are working with

Hover over the ‘Create New’ 👇 button in the top right-hand corner and select ‘Appointment’ 👇
​

Title your appointment and write any notes ✍️ as you see fit

Select the date and time of the appointment 📅 and then select how long the appointment will be
​

Select ‘Save’ ✅

This appointment will now show up on your calendar! 🎉