There are appointment variations you can schedule to meet your needs. These variation options allow you to add: multiple service types, multi-staff, all day or multi-day schedules, repeat schedules, multiple locations and book rooms.
See Schedule Client Appointments for more information on how to create client appointments.
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Schedule with Multiple Service Types
A Service Type may default if it is set that way in the Client Profile. You can select additional Service Types if you want by clicking in the Service Types field.
Schedule Multi-Staff Appointment
Search and select multiple staff member names.
Schedule All Day or Multi-Day Appointments
All day or multi-day appointments can be helpful, especially if you need to block off time in your calendar for meetings, conferences, or vacation. Scheduling an appointment for clients or for personal events blocks your calendar to prevent double booking.
- In Appointment window, select Full Day box.
- Or, enter appropriate End Date to span multiple days.
Schedule Repeat Appointments
Use the Repeat setting to schedule daily, weekly, monthly and yearly repeating appointments.
- Click the button on the Repeat setting.
- Select Daily, Weekly, Monthly, Yearly in Repeat field.
See Schedule Recurring (Repeat) Appointments for more information.
Scheduling with Multiple Locations
If you see clients at multiple different Locations, you will want to double check which location is listed for each appointment. Location may default based on your primary location or the client's default location, but it can always be changed as needed.
NOTE: If you schedule at multiple locations, you will want set your Calendar filters and views to include all applicable locations so all your appointments will pull in.
Book Rooms for Appointments
If Room Booking is available, room options will display in the Room drop-down. Rooms are available by location and will display on the schedule and on the calendar. If you don't see the room you are looking for, ensure that you have selected the correct location.
Related Articles:
- Schedule Non-Client Event (i.e. Organization Event, Vacation, etc.)
- Schedule Recurring Appointment
- Schedule Telehealth Appointment