Scheduling
Understanding MBP's Two-Way Sync with Google Calendar
SPECIFICS OF TWO-WAY SYNC If you have not yet done so, please see the instructions for setting up your MBP calendar for two-way sync with Google calendar here: Syncing to Google Calendar IMPORTANT - The two-way sync functionality exists only for the ...
Using Facilities & Rooms to Color-Code Your Availability
Please see the following video, which provides a walkthrough of how you can utilize the Facilities & Rooms function to color-code your availability within the calendar.
Creating/Managing/Scheduling Client Groups (Treatment Groups, Couples, or Families)
"Groups" in MBP refers to any appointments that include multiple clients -- IOPs, treatment groups, couples, or families.
Marking Appointments as Missed
Telehealth Reminder
Step 1: Activate the Telehealth Reminder by checking the box during the appointment creation process. Step 2: Once activated, the system will send the client the Telehealth session link, ensuring it reaches them 20-30 minutes before the scheduled ...
Back-Dating Appts from Outside MBP
As part of the client import process, all previous client appointments will not automatically be added to your calendar. However, when requested, we can add previous appointments to your MBP calendar for you in bulk. PLEASE NOTE: These back-dated ...
Enabling Booking Widget for Existing Clients
To turn on the booking widget feature for existing clients to book new appointments / reschedule schedule appointments from within their client portal, follow the steps below: STEP 1: Navigate to Account Settings within the Settings dropdown STEP 2: ...
Adding Appointments to the Calendar
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 ...
Creating Online Booking Widget (NEW CLIENTS)
Step 1: Navigate to Account Settings within the Settings Dropdown Step 2: Click on the Online Booking tab on the left-hand side & choose your subdomain (the name that will be included in your unique booking page) and click "Create Practice Domain" ...
Scheduling Couples Therapy Sessions
When you are booking an appointment for a couple, you'll want to create two separate client profiles for each member of the couple. This will allow them to receive private communication without the other having access, if applicable. When scheduling ...
Syncing to Google Calendar (One-Way & Two-Way Sync)
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 ...
Re-Syncing Google Calendar
STEP 1: Navigate to your Professional/User Settings under the Settings tab. Note: For account administrators, click on the "Staff & Users" tab to see the professional/user settings. STEP 2: Click on Active under the Calendar heading on the ...
Adjusting Calendar Settings
STEP 1: Navigate to the Calendar tab. STEP 2: Click on the three horizontal lines icon in the top left-hand corner of the calendar to generate the Calendar Settings pop-up. STEP 3: Make the desired changes to your calendar settings. Professional(s): ...