You can add two types of appointments to your calendar. Client Appointments Non-Client Appointments Scheduling a Client Appointment Step 1: Click on the date/time within the calendar OR click on the New Session icon in the top right-hand corner of ...
Step 1: Click the Take Payment box located at the upper-right side. Step 2: Input the details of the payment. Client - choose the client you want to record payment Payment Type - select what type of payment they are going to use Step 3: Input the ...
Navigate to the Account Settings section of your account. Click on the “Edit” button on the “Practice Settings” bucket within the General tab. DEFAULT TAB Time Zone This will be the default time zone for all staff members’ calendars. Enable Appt ...
Step 1: Go to Reporting from the main menu. Step 2: Click the Forecasting tab. Step 3: To generate the report, first, adjust the date range, select a professional, set the time interval, and then click on Run Report. Step 4: After running the report, ...