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ABA Therapy

Limit Clients to Service Types for Group Appointments

  • Aug 13, 2025 1:39 PM UTC
  • Aug 29, 2025 2:53 PM UTC
  • 0 replies
  • 11 views

Ensora Education Team
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Create client group appointments according to the client's assigned service types. 

 

Before you Begin

Assign Client Service Types

Create a group

 

Create Group Appointments According to Client Service Types

  1. Click the Group Appointments button in the new appointment window.
  2. Create a new group or enter an existing group name.
  3. New group - enter new group name and select client names in the name field.
    2022-02-28_15-40-26.gif
    Existing group - enter and select existing group name. The clients already in that group will display in the client name field. You have the ability to add/delete clients.
    2022-02-28_15-38-10.gif
     
  4. The service types common to all clients in the group display in the Service Types field.
  5. Select the the service types for the group or select  *No Service Type*.
  6. Enter the other information for the group appointment: staff member, repeat event information if needed and date/time.
  7. Click Save.

    2022-02-28_15-48-38.gif




     

 

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