Schedule

Setup Calendar

• Scheduling Navigation & Filters
• Set Calendar Availability
• Set Up Calendar Appearances & Preferences
• Change Appointment Time Increments
• Show Client Initials on Calendar & Alerts
• Prevent Double Bookings

Schedule Appointment

• Schedule Client Appointment
• Schedule Recurring Appointments
• Create Non-Client Event
• Link Progress Note with Calendar Appointment
• Room Booking on the Calendar

Telehealth Appointments

• Schedule Telehealth Appointment
• Schedule Group Telehealth Appointments
• Convert Appointment to a Telehealth Appointment

Manage Appointments

• Edit Single or Recurring Appointments
• Bulk Edit Appointment Locations
• Delete Single or Recurring Appointments
• View and Print Client Appointments

Appointment Status & History

• Change Appointment Status
• View Client Appointment History

Appointment Reminders

• Automatic Appointment Reminders Overview
• Setup Email Appointment Reminders
• Setup Phone Appointment Reminders
• Setup Text Appointment Reminders
• Enable Text Reminder Response Notifications
• Appointment Reminders Were Not Delivered

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Calendar Syncing

• Sync My Clients Plus Calendar to Google Calendar
• Sync My Clients Plus to Apple Calendar

Calendar FAQs

• Make Changes to Appointment Linked to an Invoice
• Set Service Type Color Code
• Override Schedule for an After-Hours Appointment