Creating appointments begins in the calendar. Now that the practice information, location settings, place of service, service type and client details have been created, you will use the scheduling functions within the calendar to create client appointments.
Setting your calendar preferences and availability will allow your clients to request appointments through the client portal. Even if you are not using the client portal, it is important to configure your calendar settings to prevent double booking or other potential scheduling issues.
The calendar is the centerpiece of practice management in the system and allows you to:
The calendar has the capability of a one-way calendar sync of your appointments and events to Google Calendar and Apple iCalendar.
More detailed information and an overview video can be viewed in the article: