Appointments

Appointments Module Filters & Features

• Overview of Appointments Module Video
• Appointment Legend for Group Service Lines
• Add Staff to an Appointment
• Simplify Scheduling With a Wait List
• Configure Appointments Module Info Panel
• Add or Change Appointment Types

Add Appointments

• Add, Edit, Copy, and Cancel an Individual Appointment Video
• Create a Recurring Group Appointment Using a Client Group
• Begin or Join a Video Session Appointment
• Add Recurring Appointments
• Add Individual Appointment
• Create Individual Video Session Appointments

Update Appointments

• End a Recurring Appointment
• Appointment Recurrence Change Options

Appointment Reminders

• Automated Appointment Confirmation
• Automated Appointment Reminders
• Manually Send Video Session Invitation and Link
• Set Up Appointment Reminders For a Client
• Set Up Appointment Reminders For Your Agency

Appointment Notifications

• Send a Mass Notification to Clients With Future Appointments
• Send Mass Notification Permission
• Mass Appointment Notifications

Resources and Appointments

• Add Resources to an Appointment
• Add a Resource to the Resources Module