STEP 1: Navigate to the Staff & User Settings of your account within the Settings tab in the menu bar. STEP 2: In the General section of your Staff & User settings, click on the “Google Calendar Sync” button. STEP 3: A new tab will populate in your ...
Navigate to Settings ➡️ Account Settings ➡️ Practice Settings. Then, select the Missed Reasons tab and scroll down to Add Custom Missed Reason. Type in the title of your missed reason. Then, select the checkbox if you would like to add a default ...
Now, professionals can view client attendance statistics from the client chart. Navigate to the client chart Client Overview tab and select Client Statistics. Then, filter by Session Date (all time, specific date, etc.) Results will include total ...
Within the Billing vs. Collected Report, you’ll now be able to click on the number of Missed Appts to view a breakdown of the missed reasons. Step 1: Navigate to the Reporting Page. Then, select Billing vs. Collected. Step 2: Set your filters and ...
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 ...