Converting Non-Client Appts to Client Appts

You can now easily convert NON-CLIENT APPOINTMENTS directly into CLIENT APPOINTMENTS. 

If you are utilizing the two-way sync with Google Calendar, this will make converting the appointments you've added directly within Google so much easier!

• Related Articles

• Non-Client Appointment PDF Export

  Now, professionals can export non-client appointment details, such as supervision notes. Step 1: select the non-client appointment on the calendar. Step 2: select Download as PDF

• Creating Non-Client Appointments

  Step 1: Navigate to Account Settings - Facilities and Rooms to create a facility called ‘Non-Client Appointments. Step 2: Add room(s) to the Non-client Facility. I.e., CLOSED, Personal, Holiday, Vacation. (You will still be able to add a title when ...

• Adding a Collateral Client to an Appointment

  Collateral clients added to a primary client’s session, will not have a record of the session in their chart or be billed. If you prefer to have a record for both clients see Creating Client or Staff Groups. Create a new session and add the primary ...

• Adding a Client

  Step 1: select the Add Client button at the top right. Step 2: complete all of the necessary information to enroll your client. To quickly add a client to the system you only need their name. Uncheck “Enroll in Client Portal” See Enrolling Contact in ...

• Client Portal: View Upcoming Appointments

  Now, clients can view a list of upcoming appointments by selecting the More button on the right-hand side of their Next Appointment on the client portal.