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How do I create an in-office visit with my client? - Knowledgebase / Calendar and Appointment Scheduling - Therapy Help Desk

How do I create an in-office visit with my client?

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  1. Open your calendar by clicking on “My Practice” and selecting “Appointments”.


  2. Select “Add Appointment” located at the right corner above your calendar and fill out the appointment details.


  3. You will be asked to enter the client's name
  4. Enter the service for which you want to schedule the 
  5. Enter the date and time
  6. Click on "Add New Appointment"


  7. You will see a confirmation message confirming that your appointment has been scheduled.

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