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Scheduling a Session

Scheduling a Session From the Clients Tab:

  1. Navigate to your Care Dashboard.

  2. Click the Clients tab on the left side.

  3. Select the relevant client.

  4. In the client preview panel, click Book followup

  5. Select the session type from the dropdown.

  6. Review available time slots.

    1. Toggle the option show unavailable times to schedule outside of availability blocks

    2. Toggle the option Repeat this appointment to schedule recurring sessions

  7. Select the time.

  8. Click Confirm & Book to schedule the session.

 

Scheduling a Session From Your Calendar:

  1. Navigate to your Care Dashboard.

  2. Click the Calendar tab on the left side.

  3. Switch your view as needed:

    a. Month

    b. Week

    c. Day

  4. Click on the time you want to schedule.

  5. Select Book a Session.

  6. Choose the client and session type.

  7. Select the time and confirm.

  8. Click Confirm & Book.

 

 

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