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

• 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 ...

• Updating Client Time Zone

  Navigate to the client chart ➡️ Overview tab. Scroll down to the Time Zone, select the proper time zone, and select Save Changes. Updating the clients time zone will update their appointments to the proper time based on their time zone. This will ...

• Client Portal: Time Zone Update

  Once logged into the client portal, navigate to Settings and select Change Time Zone. Here, you will select your time zone and Save Changes. Updating your account to the proper time zone will update the appointments on your Scheduling tab based on ...