Schedule Group Appointment

You can create Group Appointments from the Schedule or Clients tab.  To Create a Group before you can schedule a Group Appointment, navigate to the Client tab. You can also create a new group from the New Appointment window. 

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Schedule Appointment - Schedule Page

1. Click the Schedule tab in the navigation bar.
2. Click +New appointment. The New Appointment window opens. 
   
    

Schedule Appointment - Clients Page

1. Click Clients and Groups  in the primary navigation bar.
2. Find your group and select Appointments. The group appointments page opens.
   
   
    
3. Click New Group Appointment. The New appointment window opens in the Schedule. 

   NOTE: You cannot schedule Group Telehealth appointments.

4. Enter appointment details as described below.
   
   
    

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Appointment Details

1. Enter the group name in the Client, group name or event title field, then select that group name from the Groups results. 
    
    
2. Select the Staff Member if different from yourself.
3. Select desired Service Type from drop down if it did not auto-populate. 
4. Select Start Date, End Date, Start Time, Time & Repeat setting (if applicable).
   • Click the dropdown arrow in the Time fields to select a time, or click inside the field to enter a time. The appointment duration will automatically display next to the End Time field.
5. Forum will default to In-person.
6. Select Location & Room (if applicable).
7. Enter Notes if needed. 
8. Click Save.

   NOTE: You can add a new group directly from the new appointment window. Click the + Add button.   Select Group, enter the Group Name, select Clients, then click Save.

   
    

• Your preferred time zone will display next to the start/end times when you are creating the appointment.
   

  

  
  
  
  
   
• Your preferred time zone and the appointment location time zone will show in your agenda.
   

  

   

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