The white info panel on the right side of the Appointments Module can display pieces of information related to a scheduled client. It can also provide links to other parts of the system, so that you may record a payment, add a service line, or chart on a client all from within Appointments. The info panel settings are set up on a per user basis.

Add Links in the Info Panel

1. Go to the Appointments module.
2. Click on [configure] underneath the mini-calendar on the right side of the appointments calendar.
   • This will open up the Configure Options window. 
     
      
3. Click the Options tab. 
   • You will see a list of links to choose from. All will display in your Appointments Info Panel.
4. Click the checkboxes you want in your Info Panel.
   • We recommend the bolded options for therapists/practitioners.
5. Click Done.
    

View Links in the Info Panel

Click once on a scheduled appointment.

• The links will now appear in the info panel.