Add Client Appointment

There are two ways that you can create a Client Appointment, from the Calendar and from the Client Profile. Any Event/Appointment Type where you select a Client will appear in Appointments under their Client Profile.

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From Calendar

1. Click the Calendar icon just below the navigation bar.
   
   
    
2. Click the Date for Appointment.
3. Enter Event Information (see below).

From Client Profile

1. Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
2. Select the appropriate Client.
3. Click Appointments from the General section on the left side menu.
4. All Client Appointments will display.
5. Click Add Appointment.
6. Enter Appointment Information.

Enter Appointment Information

Depending on where you are creating this Appointment from, options display in pop up window will differ.

1. **Appointment Description or Name.
2. Start and End Date/Time.
3. Event Type - Select Client Event if it doesn't default. 
   • If you create from Calendar, it is best practice to select Client Event or related event.
4. Group Event checkbox - Group Events can be used for organization events or group Client appointments.
5. **Staff - Select Staff Member(s). This links the appointment/event to desired Staff, and will then display in their Calendar and Alert Center.
6. Clients - Required field if Event Type is Client related. This links the appointment to desired Client Profile.
7. Status - Refer to your Organization's best practice Status.
8. Services - Required field if Event Type is Client Related.
9. Setting
10. Recurrence - Select if you want this to be a recurring Appointment.
11. Alert - Select to receive an alert in the Alert Center before Appointment.
12. Comments
13. Click Add Appointment or Save Event button.

Add Appointment from Calendar	Add Appointment from Client Manager